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Strategic Wealth Investment Group, LLC: PFF position timeline

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

Strategic Wealth Investment Group, LLC held 15,898 PFF 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 15,898 shares
    Change vs previous 13F -202,037 shares

    0.06% of the 13F portfolio, value $484,730.

    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 217,935 shares
    Change vs previous 13F +1,518 shares

    0.84% of the 13F portfolio, value $6,607,791.

    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 216,417 shares
    Change vs previous 13F -72,353 shares

    0.82% of the 13F portfolio, value $6,700,258.

    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 288,770 shares
    Change vs previous 13F +272,672 shares

    0.77% of the 13F portfolio, value $9,130,916.

    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 16,098 shares
    Change vs previous 13F +1,704 shares

    0.72% of the 13F portfolio, value $493,878.

    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 14,394 shares
    Change vs previous 13F -335,757 shares

    0.77% of the 13F portfolio, value $442,337.

    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 350,151 shares
    Change vs previous 13F -22,097 shares

    1.22% of the 13F portfolio, value $11,008,693.

    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 372,248 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $12,369,817.

    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).