SWKH — SWK HOLDINGS

Ownership history in NewEdge Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which NewEdge Advisors, LLC reported a position in SWK HOLDINGS (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,892 -617 -3.5% 0.00% $291K $17.20
2025 Q3 ADDED 17,509 +17,193 +5440.8% 0.00% $255K $14.55
2025 Q2 REDUCED 316 -12 -3.7% 0.00% $5K $14.74
2025 Q1 ADDED 328 +1 +0.3% 0.00% $6K $10.16
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWKH price (monthly, adj. close)

Other funds also holding SWKH

As of 2025 Q4 — sorted by position size

Carlson Capital, L.P. 3Y 7Y 51.79% M3F, Inc. 3Y 7Y 4.03% Rangeley Capital, LLC 0.9% CANNELL CAPITAL LLC 3Y 7Y 0.53% GRACE & WHITE INC /NY 3Y 7Y 0.06% PRELUDE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% Covestor Ltd 3Y 0.0% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0%
← Back to NewEdge Advisors, LLC Holdings