Position in SWK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$921,528
+$230,825 QoQ
Shares Held
9,791
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#324
of 766 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026STEPHENS INC /AR/ holds $2,142,140 across 5 Tools & Accessories names. SWK ranks #1 (43.0% of the industry book) .
All Filings in SWK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,528 | 9,791 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $690,703 | 9,720 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $729,355 | 9,819 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $770,950 | 10,372 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $634,140 | 9,360 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $564,914 | 7,348 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $788,849 | 9,825 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $942,272 | 8,556 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $441,552 | 5,527 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $593,455 | 6,060 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $632,352 | 6,446 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $459,606 | 5,499 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $535,833 | 5,718 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $464,221 | 5,761 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $398,436 | 5,304 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $668,316 | 8,886 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $995,121 | 9,490 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,599,057 | 11,439 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,100,095 | 11,134 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $2,320,753 | 13,238 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $3,047,791 | 14,868 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,905,597 | 14,552 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,914,163 | 10,720 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,602,536 | 9,880 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,368,014 | 9,815 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $892,800 | 8,928 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||