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Strategic Wealth Partners, Ltd.: BKR position timeline

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

Strategic Wealth Partners, Ltd. held 179,544 BKR 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 179,544 shares
    Change vs previous 13F +6,305 shares

    0.62% of the 13F portfolio, value $9,956,063.

    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 173,239 shares
    Change vs previous 13F -44,993 shares

    0.73% of the 13F portfolio, value $10,563,829.

    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 218,232 shares
    Change vs previous 13F +22,043 shares

    0.68% of the 13F portfolio, value $9,936,439.

    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 196,189 shares
    Change vs previous 13F -32,800 shares

    0.71% of the 13F portfolio, value $9,554,334.

    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 228,989 shares
    Change vs previous 13F -2,199 shares

    0.69% of the 13F portfolio, value $8,779,424.

    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 231,188 shares
    Change vs previous 13F +25,561 shares

    0.88% of the 13F portfolio, value $10,669,524.

    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 205,627 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,433,404.

    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).