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Disclosery

Ethic Inc.: SWK position timeline

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

Ethic Inc. held 10,117 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,117 shares
    Change vs previous 13F -2,579 shares

    0.01% of the 13F portfolio, value $952,210.

    13F-HR 0001780570-26-000005 filed by Ethic 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 12,696 shares
    Change vs previous 13F -18,186 shares

    0.01% of the 13F portfolio, value $902,210.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 30,882 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,024,312.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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