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Swk Holdings Corp shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Swk Holdings Corp (SWKH) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Swk Holdings Corp

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All positions including Swk Holdings Corp held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swk Holdings Corp by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $711 41 17.34
2025-03-31 $961 50 19.22
2024-12-31 $832 50 16.64
2024-09-30 $5.1k 307 16.77

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Swk Holdings Corp

Carlson Capital
M3F
Vanguard Group
BlackRock
Credit Industriel Et Commercial
Bridgeway Capital Management
Geode Capital Management
Raymond James Financial
Cannell Capital
Rangeley Capital
Dimensional Fund Advisors
State Street Corporation
Goldman Sachs Group
Acadian Asset Management
Renaissance Technologies

View all funds holding Swk Holdings Corp