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CARRET ASSET MANAGEMENT, LLC: SWK position timeline

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

CARRET ASSET MANAGEMENT, LLC held 0 SWK shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,140 shares

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 4,140 shares
    Change vs previous 13F -1,817 shares

    0.03% of the 13F portfolio, value $307,518.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,957 shares
    Change vs previous 13F -2,269 shares

    0.04% of the 13F portfolio, value $442,759.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,226 shares
    Change vs previous 13F -1,683 shares

    0.06% of the 13F portfolio, value $557,278.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,909 shares
    Change vs previous 13F -1,531 shares

    0.09% of the 13F portfolio, value $761,804.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,440 shares
    Change vs previous 13F -2,030 shares

    0.1% of the 13F portfolio, value $918,518.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,470 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,483,451.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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