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Strategic Wealth Investment Group, LLC: IXC position timeline

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

Strategic Wealth Investment Group, LLC held 157,645 IXC 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 157,645 shares
    Change vs previous 13F -21,916 shares

    0.94% of the 13F portfolio, value $7,745,093.

    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 179,561 shares
    Change vs previous 13F -3,675 shares

    1.31% of the 13F portfolio, value $10,344,528.

    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 183,236 shares
    Change vs previous 13F -86,378 shares

    0.94% of the 13F portfolio, value $7,683,099.

    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 269,614 shares
    Change vs previous 13F +257,548 shares

    0.95% of the 13F portfolio, value $11,256,374.

    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 12,066 shares
    Change vs previous 13F +1,447 shares

    0.69% of the 13F portfolio, value $474,057.

    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 10,619 shares
    Change vs previous 13F -179,982 shares

    0.78% of the 13F portfolio, value $446,745.

    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 190,601 shares
    Change vs previous 13F -27,581 shares

    0.8% of the 13F portfolio, value $7,277,179.

    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 218,182 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $9,019,644.

    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).