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Disclosery

BROWN, LISLE/CUMMINGS, INC.: SWK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on SWK, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 13,215 SWK shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,215 shares
    Change vs previous 13F +1,353 shares

    0.28% of the 13F portfolio, value $1,243,798.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 11,862 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $842,908.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, 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 11,858 shares
    Change vs previous 13F -1,542 shares

    0.22% of the 13F portfolio, value $880,820.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, 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 13,400 shares
    Change vs previous 13F -141 shares

    0.26% of the 13F portfolio, value $995,989.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, 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 13,541 shares
    Change vs previous 13F +1,479 shares

    0.24% of the 13F portfolio, value $917,417.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, 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 12,062 shares
    Change vs previous 13F +1,028 shares

    0.27% of the 13F portfolio, value $927,351.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, 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 11,034 shares
    Change vs previous 13F +1,818 shares

    0.26% of the 13F portfolio, value $885,936.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, 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 9,216 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,014,979.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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