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CAPTRUST FINANCIAL ADVISORS: SWK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SWK, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 40,911 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,911 shares
    Change vs previous 13F +16,210 shares

    0.01% of the 13F portfolio, value $3,850,550.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,701 shares
    Change vs previous 13F +5,710 shares

    <0.01% of the 13F portfolio, value $1,755,114.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 18,991 shares
    Change vs previous 13F +2,321 shares

    <0.01% of the 13F portfolio, value $1,410,631.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 16,670 shares
    Change vs previous 13F -2,513 shares

    <0.01% of the 13F portfolio, value $1,239,087.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,183 shares
    Change vs previous 13F -10,626 shares

    <0.01% of the 13F portfolio, value $1,299,626.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 29,809 shares
    Change vs previous 13F +4,328 shares

    0.01% of the 13F portfolio, value $2,291,751.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 25,481 shares
    Change vs previous 13F -609 shares

    0.01% of the 13F portfolio, value $2,045,834.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 26,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,873,332.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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