SVB WEALTH LLC: SWK position timeline

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

SVB WEALTH LLC held 9,869 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 9,869 shares
Change vs previous 13F +9,869 shares
0.06% of the 13F portfolio, value $928,872.
13F-HR 0001626116-26-000003 filed by SVB WEALTH LLC
Filed 2026-07-17 (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).
period ended2024-09-30
13F 0 shares
Change vs previous 13F not available
13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
Filed 2024-10-18 (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).
Exited: the 13F for this period no longer lists the position.