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Strategic Wealth Investment Group, LLC: BLOK position timeline

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

Strategic Wealth Investment Group, LLC held 29,660 BLOK 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 29,660 shares
    Change vs previous 13F -22 shares

    0.23% of the 13F portfolio, value $1,857,625.

    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 29,682 shares
    Change vs previous 13F -439 shares

    0.19% of the 13F portfolio, value $1,478,482.

    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 30,121 shares
    Change vs previous 13F -14,307 shares

    0.21% of the 13F portfolio, value $1,713,565.

    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 44,428 shares
    Change vs previous 13F +41,442 shares

    0.25% of the 13F portfolio, value $2,978,443.

    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 2,986 shares
    Change vs previous 13F +2,986 shares

    0.25% of the 13F portfolio, value $170,545.

    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 0 shares
    Change vs previous 13F -56,491 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 56,491 shares
    Change vs previous 13F -2,884 shares

    0.27% of the 13F portfolio, value $2,439,804.

    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 59,375 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,167,186.

    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).