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Disclosery

LPL Financial LLC: SWK position timeline

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

LPL Financial LLC held 183,505 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 183,505 shares
    Change vs previous 13F +22,109 shares

    <0.01% of the 13F portfolio, value $17,271,515.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 161,396 shares
    Change vs previous 13F +35,336 shares

    <0.01% of the 13F portfolio, value $11,468,786.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 126,060 shares
    Change vs previous 13F +8,005 shares

    <0.01% of the 13F portfolio, value $9,363,721.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 118,055 shares
    Change vs previous 13F +12,779 shares

    <0.01% of the 13F portfolio, value $8,775,061.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 105,276 shares
    Change vs previous 13F +7,397 shares

    <0.01% of the 13F portfolio, value $7,132,442.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 97,879 shares
    Change vs previous 13F +1,799 shares

    <0.01% of the 13F portfolio, value $7,524,925.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 96,080 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $7,714,299.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 95,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,531,445.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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