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
- period ended2026-06-3013F 4,748 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,913 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,422 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,173 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,188 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,249 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,642 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).