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Strategic Wealth Investment Group, LLC: DHR position timeline

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

Strategic Wealth Investment Group, LLC held 40,018 DHR 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 40,018 shares
    Change vs previous 13F -13,228 shares

    0.92% of the 13F portfolio, value $7,622,560.

    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 53,246 shares
    Change vs previous 13F +258 shares

    1.28% of the 13F portfolio, value $10,095,394.

    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 52,988 shares
    Change vs previous 13F -23,797 shares

    1.49% of the 13F portfolio, value $12,130,052.

    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 76,785 shares
    Change vs previous 13F +70,599 shares

    1.28% of the 13F portfolio, value $15,223,384.

    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 6,186 shares
    Change vs previous 13F +238 shares

    1.77% of the 13F portfolio, value $1,222,073.

    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 5,948 shares
    Change vs previous 13F -35,228 shares

    2.12% of the 13F portfolio, value $1,219,396.

    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 41,176 shares
    Change vs previous 13F +4,263 shares

    1.04% of the 13F portfolio, value $9,452,109.

    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 36,913 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $10,134,954.

    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).