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Old North State Wealth Management, LLC: SWK position timeline

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

Old North State Wealth Management, LLC held 72,496 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,496 shares
    Change vs previous 13F +3,775 shares

    2.92% of the 13F portfolio, value $6,828,738.

    13F-HR 0002041262-26-000003 filed by Old North State Wealth Management, 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 68,721 shares
    Change vs previous 13F -5,366 shares

    2.26% of the 13F portfolio, value $4,887,555.

    13F-HR 0002041262-26-000002 filed by Old North State Wealth Management, 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 74,087 shares
    Change vs previous 13F +11,748 shares

    2.59% of the 13F portfolio, value $5,507,582.

    13F-HR 0002041262-26-000001 filed by Old North State Wealth Management, 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 62,339 shares
    Change vs previous 13F +2,541 shares

    2.17% of the 13F portfolio, value $4,638,690.

    13F-HR 0002041262-25-000003 filed by Old North State Wealth Management, 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 59,798 shares
    Change vs previous 13F +12,783 shares

    2.11% of the 13F portfolio, value $4,056,460.

    13F-HR 0001085146-25-003879 filed by Old North State Wealth Management, 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 47,015 shares
    Change vs previous 13F +11,217 shares

    2.02% of the 13F portfolio, value $3,621,250.

    13F-HR 0001085146-25-002310 filed by Old North State Wealth Management, 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 35,798 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,883,066.

    13F-HR 0001085146-25-000495 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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