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Schneider Downs Wealth Management Advisors, LP: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on SPDW, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 1,822,730 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,822,730 shares
    Change vs previous 13F +17,989 shares

    8.63% of the 13F portfolio, value $91,847,379.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,804,741 shares
    Change vs previous 13F +30,650 shares

    9.08% of the 13F portfolio, value $82,386,428.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,774,091 shares
    Change vs previous 13F +48,826 shares

    8.88% of the 13F portfolio, value $78,787,362.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,725,265 shares
    Change vs previous 13F +46,411 shares

    8.76% of the 13F portfolio, value $73,824,110.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,678,854 shares
    Change vs previous 13F +102,590 shares

    10.16% of the 13F portfolio, value $67,976,818.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,576,264 shares
    Change vs previous 13F +109,102 shares

    10.4% of the 13F portfolio, value $57,391,764.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,467,162 shares
    Change vs previous 13F +109,349 shares

    9.42% of the 13F portfolio, value $50,074,255.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,357,813 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $50,999,455.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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