STRATEGIC WEALTH MANAGEMENT INC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC WEALTH MANAGEMENT INC on DIA, newest first. How the timeline and the estimate are built.

STRATEGIC WEALTH MANAGEMENT INC held 0 DIA shares at 2020-12-31 per its 13F-HR filed 2021-02-18.

the latest 13F is the newest step

period ended2020-12-31
13F 0 shares
Change vs previous 13F -9,260 shares
13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2020-09-30
13F 9,260 shares
Change vs previous 13F not available
1.92% of the 13F portfolio, value $2,570,000.
13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).