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Strategic Wealth Investment Group, LLC: BX position timeline

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

Strategic Wealth Investment Group, LLC held 89,405 BX 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 89,405 shares
    Change vs previous 13F +16,736 shares

    1.28% of the 13F portfolio, value $10,520,301.

    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 72,669 shares
    Change vs previous 13F +9,599 shares

    1.06% of the 13F portfolio, value $8,356,158.

    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 63,070 shares
    Change vs previous 13F -16,674 shares

    1.19% of the 13F portfolio, value $9,721,656.

    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 79,744 shares
    Change vs previous 13F +79,732 shares

    1.15% of the 13F portfolio, value $13,624,262.

    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 12 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,795.

    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).