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Strategic Wealth Investment Group, LLC: SPTL position timeline

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

Strategic Wealth Investment Group, LLC held 860,439 SPTL 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 860,439 shares
    Change vs previous 13F -250,670 shares

    2.74% of the 13F portfolio, value $22,569,307.

    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 1,111,109 shares
    Change vs previous 13F +6,933 shares

    3.71% of the 13F portfolio, value $29,222,175.

    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 1,104,176 shares
    Change vs previous 13F -651,472 shares

    3.59% of the 13F portfolio, value $29,227,545.

    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 1,755,648 shares
    Change vs previous 13F +1,662,875 shares

    3.98% of the 13F portfolio, value $47,314,701.

    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 92,773 shares
    Change vs previous 13F +12,545 shares

    3.57% of the 13F portfolio, value $2,465,913.

    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 80,228 shares
    Change vs previous 13F -2,053,750 shares

    3.81% of the 13F portfolio, value $2,187,008.

    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 2,133,978 shares
    Change vs previous 13F -266,094 shares

    6.17% of the 13F portfolio, value $55,888,901.

    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 2,400,072 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $70,010,095.

    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).