Strategic Wealth Advisors LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Advisors LLC on VO, newest first. How the timeline and the estimate are built.
Strategic Wealth Advisors LLC held 2,280 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,280 sharesChange vs previous 13F -60 shares
0.57% of the 13F portfolio, value $661,000.
13F-HR 0002107449-26-000003 filed by Strategic Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,340 sharesChange vs previous 13F +60 shares
0.54% of the 13F portfolio, value $672,000.
13F-HR 0002107449-26-000002 filed by Strategic Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,280 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $661,000.
13F-HR 0002107449-26-000001 filed by Strategic Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).