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Disclosery

Cresset Asset Management, LLC: SWK position timeline

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

Cresset Asset Management, LLC held 0 SWK shares at 2025-06-30 per its 13F-HR/A filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -5,984 shares

    13F-HR/A 0001172661-26-000268 filed by Cresset 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 ended2025-03-31
    13F 5,984 shares
    Change vs previous 13F -48,853 shares

    <0.01% of the 13F portfolio, value $460,071.

    13F-HR 0001172661-25-001764 filed by Cresset 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 ended2024-12-31
    13F 54,837 shares
    Change vs previous 13F -30,084 shares

    0.02% of the 13F portfolio, value $4,402,842.

    13F-HR 0001172661-25-000925 filed by Cresset 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 ended2024-09-30
    13F 84,921 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,352,343.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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