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STRATEGIC WEALTH MANAGEMENT INC: EPD position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 0 EPD shares at 2021-03-31 per its 13F-HR filed 2021-05-03.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -138,911 shares

    13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
    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.

  2. period ended2020-12-31
    13F 138,911 shares
    Change vs previous 13F -405 shares

    1.67% of the 13F portfolio, value $2,721,000.

    13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-09-30
    13F 139,316 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $2,200,000.

    13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-06-30
    13F 139,316 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,531,000.

    13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).