STRATEGIC WEALTH MANAGEMENT INC: SWKS position timeline

STRATEGIC WEALTH MANAGEMENT INC held 11,359 SWKS 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 11,359 shares

   Change vs previous 13F +300 shares

   0.87% of the 13F portfolio, value $1,762,000.

   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).

2. period ended2021-09-30

   13F 11,059 shares

   Change vs previous 13F +1,129 shares

   0.95% of the 13F portfolio, value $1,822,000.

   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).

3. period ended2021-06-30

   13F 9,930 shares

   Change vs previous 13F +199 shares

   1.03% of the 13F portfolio, value $1,904,000.

   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).

4. period ended2021-03-31

   13F 9,731 shares

   Change vs previous 13F 0 shares

   1.07% of the 13F portfolio, value $1,785,000.

   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).

5. period ended2020-12-31

   13F 9,731 shares

   Change vs previous 13F +200 shares

   0.91% of the 13F portfolio, value $1,488,000.

   13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2020-09-30

   13F 9,531 shares

   Change vs previous 13F +3,531 shares

   1.04% of the 13F portfolio, value $1,387,000.

   13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2020-06-30

   13F 6,000 shares

   Change vs previous 13F not available

   0.71% of the 13F portfolio, value $767,000.

   13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-08-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).