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Strategic Wealth Investment Group, LLC: VTI position timeline

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

Strategic Wealth Investment Group, LLC held 891 VTI 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 891 shares
    Change vs previous 13F -555 shares

    0.04% of the 13F portfolio, value $329,749.

    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 1,446 shares
    Change vs previous 13F -121 shares

    0.06% of the 13F portfolio, value $464,020.

    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 1,567 shares
    Change vs previous 13F -7,223 shares

    0.06% of the 13F portfolio, value $525,486.

    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 8,790 shares
    Change vs previous 13F +8,682 shares

    0.24% of the 13F portfolio, value $2,884,748.

    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 108 shares
    Change vs previous 13F +108 shares

    0.05% of the 13F portfolio, value $32,749.

    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 0 shares
    Change vs previous 13F -53,144 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 53,144 shares
    Change vs previous 13F -6,826 shares

    1.7% of the 13F portfolio, value $15,401,491.

    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 59,970 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $16,826,513.

    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).