Skip to content
Disclosery

Strategic Wealth Investment Group, LLC: V position timeline

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

Strategic Wealth Investment Group, LLC held 36,394 V 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 36,394 shares
    Change vs previous 13F -4,112 shares

    1.51% of the 13F portfolio, value $12,486,256.

    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 40,506 shares
    Change vs previous 13F +1,054 shares

    1.55% of the 13F portfolio, value $12,242,455.

    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 39,452 shares
    Change vs previous 13F -16,030 shares

    1.7% of the 13F portfolio, value $13,836,228.

    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 55,482 shares
    Change vs previous 13F +51,777 shares

    1.59% of the 13F portfolio, value $18,940,428.

    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 3,705 shares
    Change vs previous 13F +46 shares

    1.9% of the 13F portfolio, value $1,315,481.

    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 3,659 shares
    Change vs previous 13F -53,179 shares

    2.23% of the 13F portfolio, value $1,282,304.

    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 56,838 shares
    Change vs previous 13F +591 shares

    1.98% of the 13F portfolio, value $17,962,931.

    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 56,247 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $15,614,277.

    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).