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Disclosery

Miller Financial Services LLC: SWK position timeline

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

Miller Financial Services LLC held 4,917 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 4,917 shares
    Change vs previous 13F -526 shares

    0.37% of the 13F portfolio, value $462,788.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 5,443 shares
    Change vs previous 13F -800 shares

    0.43% of the 13F portfolio, value $386,780.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 6,243 shares
    Change vs previous 13F -1,460 shares

    0.54% of the 13F portfolio, value $463,730.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 7,703 shares
    Change vs previous 13F -1,340 shares

    0.66% of the 13F portfolio, value $572,564.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services 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 9,043 shares
    Change vs previous 13F +3,700 shares

    0.78% of the 13F portfolio, value $612,663.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services 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 5,343 shares
    Change vs previous 13F +1,200 shares

    0.59% of the 13F portfolio, value $410,770.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services 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 4,143 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $332,641.

    13F-HR 0002022893-25-000002 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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