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Beacon Pointe Advisors, LLC: SWK position timeline

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

Beacon Pointe Advisors, LLC held 14,498 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,498 shares
    Change vs previous 13F -398 shares

    0.01% of the 13F portfolio, value $1,364,548.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 14,896 shares
    Change vs previous 13F +1,193 shares

    0.01% of the 13F portfolio, value $1,058,507.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 13,703 shares
    Change vs previous 13F -384 shares

    0.01% of the 13F portfolio, value $1,017,856.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 14,087 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $1,047,113.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    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 15,687 shares
    Change vs previous 13F -5,847 shares

    0.01% of the 13F portfolio, value $1,062,826.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    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 21,534 shares
    Change vs previous 13F -3,917 shares

    0.02% of the 13F portfolio, value $1,655,570.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 25,451 shares
    Change vs previous 13F -6,723 shares

    0.02% of the 13F portfolio, value $2,043,434.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    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 32,174 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,543,355.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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