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REILLY FINANCIAL ADVISORS, LLC: SWKS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REILLY FINANCIAL ADVISORS, LLC on SWKS, newest first. How the timeline and the estimate are built.

REILLY FINANCIAL ADVISORS, LLC held 137,161 SWKS shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 137,161 shares
    Change vs previous 13F +14,827 shares

    1.58% of the 13F portfolio, value $21,279,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 122,334 shares
    Change vs previous 13F +1,945 shares

    1.71% of the 13F portfolio, value $20,158,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 120,389 shares
    Change vs previous 13F +7,353 shares

    1.87% of the 13F portfolio, value $23,085,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 113,036 shares
    Change vs previous 13F +2,123 shares

    1.83% of the 13F portfolio, value $20,740,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 110,913 shares
    Change vs previous 13F +2,508 shares

    1.59% of the 13F portfolio, value $16,956,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 108,405 shares
    Change vs previous 13F -1,558 shares

    1.69% of the 13F portfolio, value $15,773,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 109,963 shares
    Change vs previous 13F -38 shares

    1.66% of the 13F portfolio, value $14,060,000.

    13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 110,001 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $9,832,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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