Strategic Wealth Partners, Ltd.: AJG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on AJG, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 343 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 343 sharesChange vs previous 13F -5 shares
<0.01% of the 13F portfolio, value $78,743.
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 348 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $75,400.
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 345 sharesChange vs previous 13F -23 shares
0.01% of the 13F portfolio, value $89,283.
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 368 sharesChange vs previous 13F -2,237 shares
0.01% of the 13F portfolio, value $113,984.
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 2,605 sharesChange vs previous 13F +112 shares
0.07% of the 13F portfolio, value $833,913.
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 2,493 sharesChange vs previous 13F +396 shares
0.07% of the 13F portfolio, value $819,100.
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 2,097 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $590,033.
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).