AE Wealth Management LLC: SWK position timeline

AE Wealth Management LLC held 3,024 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,024 shares

   Change vs previous 13F +3,024 shares

   <0.01% of the 13F portfolio, value $284,641.

   13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -49,518 shares

   13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 49,518 shares

   Change vs previous 13F +49,518 shares

   0.03% of the 13F portfolio, value $3,806,936.

   13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,654 shares

   13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,654 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $292,250.

   13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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