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STRATEGIC WEALTH MANAGEMENT INC: WCLD position timeline

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

STRATEGIC WEALTH MANAGEMENT INC held 57,563 WCLD 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 57,563 shares
    Change vs previous 13F +5,000 shares

    1.48% of the 13F portfolio, value $2,985,000.

    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 52,563 shares
    Change vs previous 13F +5,661 shares

    1.57% of the 13F portfolio, value $3,029,000.

    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 46,902 shares
    Change vs previous 13F -1,376 shares

    1.41% of the 13F portfolio, value $2,621,000.

    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 48,278 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $2,325,000.

    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 48,278 shares
    Change vs previous 13F +12 shares

    1.59% of the 13F portfolio, value $2,587,000.

    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 48,266 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,062,000.

    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).