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
- period ended2026-06-3013F 179,544 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 173,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 218,232 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 196,189 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 228,989 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 231,188 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 205,627 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).