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Disclosery

TRUIST FINANCIAL CORP: SWK position timeline

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

TRUIST FINANCIAL CORP held 46,123 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 46,123 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $4,341,115.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 46,478 shares
    Change vs previous 13F +38,831 shares

    <0.01% of the 13F portfolio, value $3,302,761.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 7,647 shares
    Change vs previous 13F -1,653 shares

    <0.01% of the 13F portfolio, value $568,034.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 9,300 shares
    Change vs previous 13F +1,209 shares

    <0.01% of the 13F portfolio, value $691,300.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 8,091 shares
    Change vs previous 13F -5,827 shares

    <0.01% of the 13F portfolio, value $548,186.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 13,918 shares
    Change vs previous 13F -5,071 shares

    <0.01% of the 13F portfolio, value $1,070,037.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 18,989 shares
    Change vs previous 13F -1,892 shares

    <0.01% of the 13F portfolio, value $1,524,633.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 20,881 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,299,617.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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