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STRATEGIC WEALTH MANAGEMENT INC: FDN position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 24,335 FDN shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 24,335 shares
    Change vs previous 13F +10,490 shares

    2.72% of the 13F portfolio, value $5,503,000.

    13F-HR 0000849854-22-000001 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).

  2. period ended2021-09-30
    13F 13,845 shares
    Change vs previous 13F -417 shares

    1.7% of the 13F portfolio, value $3,266,000.

    13F-HR 0000849854-21-000007 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 ended2021-06-30
    13F 14,262 shares
    Change vs previous 13F 0 shares

    1.88% of the 13F portfolio, value $3,492,000.

    13F-HR 0000849854-21-000006 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 ended2021-03-31
    13F 14,262 shares
    Change vs previous 13F -2,935 shares

    1.87% of the 13F portfolio, value $3,110,000.

    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).

  5. period ended2020-12-31
    13F 17,197 shares
    Change vs previous 13F -1,250 shares

    2.24% of the 13F portfolio, value $3,650,000.

    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).

  6. period ended2020-09-30
    13F 18,447 shares
    Change vs previous 13F -16,439 shares

    2.59% of the 13F portfolio, value $3,474,000.

    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).

  7. period ended2020-06-30
    13F 34,886 shares
    Change vs previous 13F -17,697 shares

    5.51% of the 13F portfolio, value $5,948,000.

    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).

  8. period ended2020-03-31
    13F 52,583 shares
    Change vs previous 13F not available

    8.62% of the 13F portfolio, value $6,506,000.

    13F-HR 0000849854-20-000003 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).