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Strategic Wealth Investment Group, LLC: BCUS position timeline

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

Strategic Wealth Investment Group, LLC held 1,039,253 BCUS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,039,253 shares
    Change vs previous 13F -94,849 shares

    4.67% of the 13F portfolio, value $38,497,967.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, 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 1,134,102 shares
    Change vs previous 13F +15,549 shares

    4.6% of the 13F portfolio, value $36,223,203.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, 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 1,118,553 shares
    Change vs previous 13F -610,478 shares

    4.44% of the 13F portfolio, value $36,102,626.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, LLC
    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 1,729,031 shares
    Change vs previous 13F +1,667,551 shares

    4.77% of the 13F portfolio, value $56,715,507.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, LLC
    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 61,480 shares
    Change vs previous 13F +10,130 shares

    2.81% of the 13F portfolio, value $1,937,518.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, LLC
    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 51,350 shares
    Change vs previous 13F -1,236,191 shares

    2.62% of the 13F portfolio, value $1,506,609.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, LLC
    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/A 1,287,541 shares
    Change vs previous 13F -55,784 shares

    4.33% of the 13F portfolio, value $39,192,780.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, LLC
    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 1,343,325 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $40,921,044.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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