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STRATEGIC WEALTH MANAGEMENT INC: PBW position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 44,398 PBW 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 44,398 shares
    Change vs previous 13F +7,000 shares

    1.57% of the 13F portfolio, value $3,171,000.

    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 37,398 shares
    Change vs previous 13F +2,162 shares

    1.5% of the 13F portfolio, value $2,889,000.

    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 35,236 shares
    Change vs previous 13F -3,792 shares

    1.77% of the 13F portfolio, value $3,284,000.

    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 39,028 shares
    Change vs previous 13F 0 shares

    2.3% of the 13F portfolio, value $3,840,000.

    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 39,028 shares
    Change vs previous 13F +1,468 shares

    2.48% of the 13F portfolio, value $4,035,000.

    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 37,560 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,283,000.

    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).