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Strategic Wealth Advisors LLC: DFAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Advisors LLC on DFAR, newest first. How the timeline and the estimate are built.

Strategic Wealth Advisors LLC held 165,957 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,957 shares
    Change vs previous 13F -15,365 shares

    3.25% of the 13F portfolio, value $3,800,000.

    13F-HR 0002107449-26-000003 filed by Strategic Wealth Advisors LLC
    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 181,322 shares
    Change vs previous 13F +15,365 shares

    3.44% of the 13F portfolio, value $4,288,000.

    13F-HR 0002107449-26-000002 filed by Strategic Wealth Advisors LLC
    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 165,957 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $3,800,000.

    13F-HR 0002107449-26-000001 filed by Strategic Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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