STRATEGIC WEALTH MANAGEMENT INC: VTR position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 2,676 VTR shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

period ended2021-12-31
13F 2,676 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $137,000.
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).
period ended2021-09-30
13F 2,676 shares
Change vs previous 13F -2,268 shares
0.08% of the 13F portfolio, value $148,000.
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).
period ended2021-06-30
13F 4,944 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $282,000.
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).
period ended2021-03-31
13F 4,944 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $264,000.
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).
period ended2020-12-31
13F 4,944 shares
Change vs previous 13F -232 shares
0.15% of the 13F portfolio, value $242,000.
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).
period ended2020-09-30
13F 5,176 shares
Change vs previous 13F -45,956 shares
0.16% of the 13F portfolio, value $217,000.
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).
period ended2020-06-30
13F 51,132 shares
Change vs previous 13F not available
1.73% of the 13F portfolio, value $1,872,000.
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).