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Disclosery

Wahed Invest LLC: SWK position timeline

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

Wahed Invest LLC held 0 SWK shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,202 shares

    13F-HR 0001763146-25-000006 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-06-30
    13F 4,202 shares
    Change vs previous 13F +171 shares

    0.04% of the 13F portfolio, value $284,685.

    13F-HR 0001763146-25-000004 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,031 shares
    Change vs previous 13F +57 shares

    0.05% of the 13F portfolio, value $309,903.

    13F-HR 0001763146-25-000003 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,974 shares
    Change vs previous 13F +243 shares

    0.05% of the 13F portfolio, value $319,072.

    13F-HR 0001493152-25-006912 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,731 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $410,895.

    13F-HR 0001493152-24-045827 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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