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Strategic Wealth Partners, Ltd.: ARCC position timeline

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

Strategic Wealth Partners, Ltd. held 30,842 ARCC 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 30,842 shares
    Change vs previous 13F -43,155 shares

    0.04% of the 13F portfolio, value $571,502.

    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 73,997 shares
    Change vs previous 13F -3,059 shares

    0.09% of the 13F portfolio, value $1,333,426.

    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 77,056 shares
    Change vs previous 13F +24,954 shares

    0.11% of the 13F portfolio, value $1,558,843.

    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 52,102 shares
    Change vs previous 13F -756 shares

    0.08% of the 13F portfolio, value $1,063,399.

    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 52,858 shares
    Change vs previous 13F -291 shares

    0.09% of the 13F portfolio, value $1,160,763.

    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 53,149 shares
    Change vs previous 13F -1,793 shares

    0.1% of the 13F portfolio, value $1,226,681.

    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 54,942 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,150,487.

    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).