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STRATEGIC WEALTH MANAGEMENT INC: GS position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 2,851 GS 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 2,851 shares
    Change vs previous 13F +100 shares

    0.54% of the 13F portfolio, value $1,091,000.

    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 2,751 shares
    Change vs previous 13F +154 shares

    0.54% of the 13F portfolio, value $1,040,000.

    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 2,597 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $986,000.

    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).