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ROTHSCHILD INVESTMENT LLC: SWK position timeline

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

ROTHSCHILD INVESTMENT LLC held 9,981 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,981 shares
    Change vs previous 13F +3,313 shares

    0.04% of the 13F portfolio, value $939,450.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 6,668 shares
    Change vs previous 13F +2,385 shares

    0.02% of the 13F portfolio, value $473,841.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 4,283 shares
    Change vs previous 13F -121 shares

    0.02% of the 13F portfolio, value $318,118.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 4,404 shares
    Change vs previous 13F +2,947 shares

    0.02% of the 13F portfolio, value $327,373.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 1,457 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $98,712.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 1,360 shares
    Change vs previous 13F -45,431 shares

    0.01% of the 13F portfolio, value $104,557.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 46,791 shares
    Change vs previous 13F -8,056 shares

    0.25% of the 13F portfolio, value $3,756,849.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 54,847 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,040,300.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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