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Disclosery

Dakota Wealth Management: SWK position timeline

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

Dakota Wealth Management held 10,061 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,061 shares
    Change vs previous 13F -720 shares

    0.02% of the 13F portfolio, value $946,942.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 10,781 shares
    Change vs previous 13F -1,829 shares

    0.02% of the 13F portfolio, value $766,098.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 12,610 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $936,671.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 12,645 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $939,904.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 12,485 shares
    Change vs previous 13F +1,167 shares

    0.02% of the 13F portfolio, value $845,860.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 11,318 shares
    Change vs previous 13F -121 shares

    0.02% of the 13F portfolio, value $870,129.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 11,439 shares
    Change vs previous 13F -21,988 shares

    0.02% of the 13F portfolio, value $918,438.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 33,427 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,681,317.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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