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Disclosery

Vest Financial, LLC: SWK position timeline

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

Vest Financial, LLC held 636,832 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 636,832 shares
    Change vs previous 13F +16,957 shares

    0.63% of the 13F portfolio, value $59,938,628.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 619,875 shares
    Change vs previous 13F -92,634 shares

    0.53% of the 13F portfolio, value $44,048,318.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 712,509 shares
    Change vs previous 13F -41,821 shares

    0.67% of the 13F portfolio, value $52,925,169.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 754,330 shares
    Change vs previous 13F -148,833 shares

    0.73% of the 13F portfolio, value $56,069,349.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 903,163 shares
    Change vs previous 13F +286,331 shares

    0.87% of the 13F portfolio, value $61,189,294.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 616,832 shares
    Change vs previous 13F +65,174 shares

    0.74% of the 13F portfolio, value $47,422,045.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 551,658 shares
    Change vs previous 13F -14,211 shares

    0.78% of the 13F portfolio, value $44,292,620.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 565,869 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $62,319,153.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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