STRATEGIC WEALTH MANAGEMENT INC: FINX position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 41,386 FINX shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

period ended2021-12-31
13F 41,386 shares
Change vs previous 13F +4,800 shares
0.82% of the 13F portfolio, value $1,657,000.
13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 36,586 shares
Change vs previous 13F +3,050 shares
0.91% of the 13F portfolio, value $1,757,000.
13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 33,536 shares
Change vs previous 13F +13,306 shares
0.86% of the 13F portfolio, value $1,599,000.
13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 20,230 shares
Change vs previous 13F not available
0.54% of the 13F portfolio, value $893,000.
13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).