Strategic Wealth Investment Group, LLC: MSCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Investment Group, LLC on MSCI, newest first. How the timeline and the estimate are built.
Strategic Wealth Investment Group, LLC held 0 MSCI shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -62 shares
13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 62 sharesChange vs previous 13F +62 shares
0.05% of the 13F portfolio, value $35,758.
13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,852 shares
13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F/A 1,852 sharesChange vs previous 13F -36 shares
0.12% of the 13F portfolio, value $1,111,322.
13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,888 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,087,108.
13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).