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STRATEGIC WEALTH MANAGEMENT INC: FTSM position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 69,562 FTSM 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 69,562 shares
    Change vs previous 13F -99,208 shares

    2.06% of the 13F portfolio, value $4,160,000.

    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 168,770 shares
    Change vs previous 13F +23,196 shares

    5.26% of the 13F portfolio, value $10,117,000.

    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 145,574 shares
    Change vs previous 13F -114,757 shares

    4.71% of the 13F portfolio, value $8,726,000.

    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 260,331 shares
    Change vs previous 13F +7,329 shares

    9.37% of the 13F portfolio, value $15,612,000.

    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 253,002 shares
    Change vs previous 13F +169,120 shares

    9.33% of the 13F portfolio, value $15,190,000.

    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 83,882 shares
    Change vs previous 13F +735 shares

    3.76% of the 13F portfolio, value $5,034,000.

    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 83,147 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $4,988,000.

    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).