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STRATEGIC WEALTH MANAGEMENT INC: ROK position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 3,792 ROK 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 3,792 shares
    Change vs previous 13F +295 shares

    0.65% of the 13F portfolio, value $1,323,000.

    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 3,497 shares
    Change vs previous 13F -809 shares

    0.53% of the 13F portfolio, value $1,028,000.

    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 4,306 shares
    Change vs previous 13F -2,542 shares

    0.66% of the 13F portfolio, value $1,232,000.

    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 6,848 shares
    Change vs previous 13F +3,350 shares

    1.09% of the 13F portfolio, value $1,818,000.

    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 3,498 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $877,000.

    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 3,498 shares
    Change vs previous 13F -2 shares

    0.58% of the 13F portfolio, value $772,000.

    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 3,500 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $746,000.

    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).