SWKH SWK HLDGS CORP COM

Ownership history in M3F, Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which M3F, Inc. reported a position in SWK HLDGS CORP COM (SWKH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.04% (2024 Q2)
Avg. % of fund
3.52%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 853,454 +120,299 +16.4% 4.03% $14.7M $17.20
2025 Q3 ADDED 733,155 +34,727 +5.0% 3.02% $10.7M $14.55
2025 Q2 REDUCED 698,428 -93,305 -11.8% 2.90% $10.3M $14.74
2025 Q1 REDUCED 791,733 -8,418 -1.1% 3.78% $13.8M $10.16
2024 Q4 ADDED 800,151 +19,279 +2.5% 3.67% $12.7M $9.27
2024 Q3 REDUCED 780,872 -21,360 -2.7% 4.16% $13.5M $10.10
2024 Q2 ADDED 802,232 +88,913 +12.5% 5.04% $13.6M $9.93
2024 Q1 REDUCED 713,319 -57,451 -7.5% 4.40% $12.4M $10.18
2023 Q4 ADDED 770,770 +5,762 +0.8% 4.29% $13.5M $10.24
2023 Q3 ADDED 765,008 +93,529 +13.9% 4.03% $12.0M $9.20
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% of Fund (quarterly)    SWKH price (monthly, adj. close)
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