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Strategic Wealth Investment Group, LLC: SPTI position timeline

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

Strategic Wealth Investment Group, LLC held 2,256,234 SPTI 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 2,256,234 shares
    Change vs previous 13F +41,405 shares

    7.77% of the 13F portfolio, value $64,054,492.

    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 2,214,829 shares
    Change vs previous 13F +16,545 shares

    8.05% of the 13F portfolio, value $63,477,010.

    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 2,198,284 shares
    Change vs previous 13F -1,133,784 shares

    7.79% of the 13F portfolio, value $63,398,521.

    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 3,332,068 shares
    Change vs previous 13F +3,252,821 shares

    8.1% of the 13F portfolio, value $96,296,751.

    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 79,247 shares
    Change vs previous 13F +13,278 shares

    3.3% of the 13F portfolio, value $2,279,936.

    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 65,969 shares
    Change vs previous 13F -1,164,075 shares

    3.28% of the 13F portfolio, value $1,885,394.

    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 1,230,044 shares
    Change vs previous 13F -269,852 shares

    3.79% of the 13F portfolio, value $34,293,629.

    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 1,499,896 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $43,571,979.

    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).