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Strategic Wealth Advisors LLC: DFUS position timeline

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

Strategic Wealth Advisors LLC held 2,257 DFUS 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 2,257 shares
    Change vs previous 13F +116 shares

    0.14% of the 13F portfolio, value $167,000.

    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 2,141 shares
    Change vs previous 13F -116 shares

    0.12% of the 13F portfolio, value $151,000.

    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 2,257 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $167,000.

    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).