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Kestra Advisory Services, LLC: SWK position timeline

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

Kestra Advisory Services, LLC held 26,986 SWK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,986 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $2,539,898.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,686 shares
    • Kestra Advisory Services, LLC: 24,300 shares

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

  2. period ended2026-03-31
    13F 26,471 shares
    Change vs previous 13F +1,817 shares

    0.01% of the 13F portfolio, value $1,881,021.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,993 shares
    • Kestra Advisory Services, LLC: 23,478 shares

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

  3. period ended2025-12-31
    13F 24,654 shares
    Change vs previous 13F +1,607 shares

    0.01% of the 13F portfolio, value $1,831,283.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,787 shares
    • Kestra Advisory Services, LLC: 21,867 shares

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

  4. period ended2025-09-30
    13F 23,047 shares
    Change vs previous 13F +3,483 shares

    0.01% of the 13F portfolio, value $1,713,076.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,321 shares
    • Kestra Advisory Services, LLC: 17,726 shares

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

  5. period ended2025-06-30
    13F 19,564 shares
    Change vs previous 13F +1,181 shares

    <0.01% of the 13F portfolio, value $1,325,431.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,289 shares
    • Kestra Advisory Services, LLC: 13,275 shares

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

  6. period ended2025-03-31
    13F/A 18,383 shares
    Change vs previous 13F -1,705 shares

    0.01% of the 13F portfolio, value $1,413,285.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,196 shares
    • Kestra Advisory Services, LLC: 11,187 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 20,088 shares
    Change vs previous 13F +6,027 shares

    0.01% of the 13F portfolio, value $1,612,830.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,459 shares
    • Kestra Advisory Services, LLC: 11,420 shares
    • Kestra Investment Management, LLC: 209 shares

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

  8. period ended2024-09-30
    13F 14,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,548,581.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,326 shares
    • Kestra Advisory Services, LLC: 10,735 shares

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