SWKH SWK HLDGS CORP

Ownership history in Empowered Funds, LLC  ·  10 quarters on record

AI Ownership Summary

Empowered Funds, LLC reported SWK HLDGS CORP (SWKH) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows SWKH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWKH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empowered Funds, LLC's position in SWK HLDGS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SWKH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Empowered Funds, LLC held SWKH — position size vs. price
% of Fund (quarterly)    SWKH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 57,552 +480 +0.8% 0.01% $837K 2025-11-13 $16.79
2025 Q2 ADDED 57,072 +3,263 +6.1% 0.01% $841K 2025-08-11 $14.68
2025 Q1 ADDED 53,809 +1,929 +3.7% 0.01% $936K 2025-05-16 $14.25
2024 Q4 UNCHANGED 51,880 0% 0.01% $823K 2025-01-28 $9.59
2024 Q3 UNCHANGED 51,880 0% 0.01% $897K 2024-11-06 $9.86
2024 Q2 ADDED 51,880 +1,743 +3.5% 0.02% $881K 2024-07-30 $10.32
2024 Q1 ADDED 50,137 +3,675 +7.9% 0.02% $873K 2024-05-06 $10.34
2023 Q4 ADDED 46,462 +4,117 +9.7% 0.02% $814K 2024-02-14 $9.76
2023 Q3 ADDED 42,345 +3,476 +8.9% 0.02% $667K 2023-11-01 $9.50
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Empowered Funds, LLC and SWKH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empowered Funds, LLC reported owning SWKH?

Empowered Funds, LLC reported SWKH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SWKH position in Empowered Funds, LLC's portfolio?

The largest reported portfolio weight for SWKH was 0.02% in 2023 Q4.

What is the latest reported SWKH position on this page?

The most recent filing on this page is 2025 Q3, when Empowered Funds, LLC reported 57,552 shares, equal to 0.01% of portfolio, with an estimated market value of $837K.

What does the chart on this SWKH ownership page compare?

The chart compares Empowered Funds, LLC's quarterly SWKH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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