Skip to content

Strategic Wealth Partners, Ltd.: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on ACN, newest first. How the timeline and the estimate are built.

Strategic Wealth Partners, Ltd. held 4,748 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,748 shares
    Change vs previous 13F -1,165 shares

    0.04% of the 13F portfolio, value $590,787.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,913 shares
    Change vs previous 13F -3,509 shares

    0.08% of the 13F portfolio, value $1,172,400.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,422 shares
    Change vs previous 13F +2,249 shares

    0.17% of the 13F portfolio, value $2,527,799.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,173 shares
    Change vs previous 13F -6,015 shares

    0.13% of the 13F portfolio, value $1,768,746.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,188 shares
    Change vs previous 13F -22,061 shares

    0.31% of the 13F portfolio, value $3,941,634.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 35,249 shares
    Change vs previous 13F +5,607 shares

    1.14% of the 13F portfolio, value $13,730,444.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 29,642 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $10,478,028.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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