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Disclosery

Corient Private Wealth LP: SWK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on SWK, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 62,113 SWK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 62,113 shares
    Change vs previous 13F +45,095 shares

    0.01% of the 13F portfolio, value $5,846,110.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 17,018 shares
    Change vs previous 13F -10,606 shares

    <0.01% of the 13F portfolio, value $1,203,286.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 27,624 shares
    Change vs previous 13F +15,887 shares

    <0.01% of the 13F portfolio, value $2,065,794.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 11,737 shares
    Change vs previous 13F -3,504 shares

    <0.01% of the 13F portfolio, value $872,415.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 15,241 shares
    Change vs previous 13F -2,472 shares

    <0.01% of the 13F portfolio, value $1,032,590.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 17,713 shares
    Change vs previous 13F +1,807 shares

    <0.01% of the 13F portfolio, value $1,361,805.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 15,906 shares
    Change vs previous 13F -14,586 shares

    <0.01% of the 13F portfolio, value $1,277,097.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 30,492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,358,090.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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