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Cascade Investment Advisors, Inc.: SWK position timeline

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

Cascade Investment Advisors, Inc. held 15,440 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,440 shares
    Change vs previous 13F +170 shares

    0.79% of the 13F portfolio, value $1,453,213.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, Inc.
    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 15,270 shares
    Change vs previous 13F -170 shares

    0.64% of the 13F portfolio, value $1,085,086.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, 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 15,440 shares
    Change vs previous 13F -180 shares

    0.67% of the 13F portfolio, value $1,146,883.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, 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 15,620 shares
    Change vs previous 13F -1,695 shares

    0.7% of the 13F portfolio, value $1,161,035.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, 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 17,315 shares
    Change vs previous 13F +1,405 shares

    0.75% of the 13F portfolio, value $1,173,091.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, 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 15,910 shares
    Change vs previous 13F +2,505 shares

    0.83% of the 13F portfolio, value $1,223,161.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, 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 13,405 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,076,287.

    13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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