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Disclosery

Clearstead Advisors, LLC: SWK position timeline

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

Clearstead Advisors, LLC held 14,185 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,185 shares
    Change vs previous 13F -1,457 shares

    0.01% of the 13F portfolio, value $1,335,093.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 15,642 shares
    Change vs previous 13F +3,031 shares

    0.01% of the 13F portfolio, value $1,111,521.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 12,611 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $936,746.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 13,132 shares
    Change vs previous 13F +361 shares

    0.01% of the 13F portfolio, value $976,102.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 12,771 shares
    Change vs previous 13F -1,052 shares

    0.01% of the 13F portfolio, value $865,236.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 13,823 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $1,062,713.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 13,561 shares
    Change vs previous 13F +1,169 shares

    0.02% of the 13F portfolio, value $1,088,814.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 12,392 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,364,731.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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