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Advisors Asset Management, Inc.: SWK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on SWK, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 91,661 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,661 shares
    Change vs previous 13F +7,876 shares

    0.13% of the 13F portfolio, value $8,627,134.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 83,785 shares
    Change vs previous 13F +15,008 shares

    0.1% of the 13F portfolio, value $5,953,762.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 68,777 shares
    Change vs previous 13F +15,372 shares

    0.09% of the 13F portfolio, value $5,108,756.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 53,405 shares
    Change vs previous 13F +24,450 shares

    0.07% of the 13F portfolio, value $3,969,594.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 28,955 shares
    Change vs previous 13F +15,683 shares

    0.04% of the 13F portfolio, value $1,961,701.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 13,272 shares
    Change vs previous 13F +1,880 shares

    0.02% of the 13F portfolio, value $1,020,351.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 11,392 shares
    Change vs previous 13F -847 shares

    0.02% of the 13F portfolio, value $914,664.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 12,239 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,347,881.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).