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Douglas Lane & Associates, LLC: SWK position timeline

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

Douglas Lane & Associates, LLC held 120,686 SWK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 120,686 shares
    Change vs previous 13F +1,131 shares

    0.14% of the 13F portfolio, value $10,691,560.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,555 shares
    Change vs previous 13F +7,253 shares

    0.15% of the 13F portfolio, value $11,252,503.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 112,302 shares
    Change vs previous 13F +5,452 shares

    0.12% of the 13F portfolio, value $7,980,170.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 106,850 shares
    Change vs previous 13F +34,365 shares

    0.11% of the 13F portfolio, value $7,936,807.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,485 shares
    Change vs previous 13F +11,024 shares

    0.08% of the 13F portfolio, value $5,387,799.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 61,461 shares
    Change vs previous 13F +2,781 shares

    0.06% of the 13F portfolio, value $4,164,007.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,680 shares
    Change vs previous 13F -211 shares

    0.07% of the 13F portfolio, value $4,511,346.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 58,891 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,728,388.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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