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Strategic Wealth Partners, Ltd.: ACWX position timeline

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

Strategic Wealth Partners, Ltd. held 51,860 ACWX 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 51,860 shares
    Change vs previous 13F +1,000 shares

    0.24% of the 13F portfolio, value $3,947,068.

    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 50,860 shares
    Change vs previous 13F +12,044 shares

    0.24% of the 13F portfolio, value $3,482,379.

    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 38,816 shares
    Change vs previous 13F +277 shares

    0.18% of the 13F portfolio, value $2,605,739.

    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 38,539 shares
    Change vs previous 13F +4,680 shares

    0.19% of the 13F portfolio, value $2,505,419.

    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 33,859 shares
    Change vs previous 13F +13,541 shares

    0.16% of the 13F portfolio, value $2,063,350.

    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 20,318 shares
    Change vs previous 13F -729 shares

    0.09% of the 13F portfolio, value $1,133,350.

    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 21,047 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,204,332.

    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).