Red Door Wealth Management, LLC: SWK position timeline

Red Door Wealth Management, LLC held 3,955 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,955 shares

   Change vs previous 13F -39 shares

   0.03% of the 13F portfolio, value $372,245.

   13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,994 shares

   Change vs previous 13F -51 shares

   0.03% of the 13F portfolio, value $283,814.

   13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,045 shares

   Change vs previous 13F +4,045 shares

   0.03% of the 13F portfolio, value $300,463.

   13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,400 shares

   13F-HR 0001172661-25-000262 filed by Red Door Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,400 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $264,312.

   13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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