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Strategic Wealth Partners, Ltd.: BN position timeline

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

Strategic Wealth Partners, Ltd. held 80,113 BN 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 80,113 shares
    Change vs previous 13F -420 shares

    0.21% of the 13F portfolio, value $3,412,013.

    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 80,533 shares
    Change vs previous 13F -10,839 shares

    0.23% of the 13F portfolio, value $3,259,171.

    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 91,372 shares
    Change vs previous 13F +30,456 shares

    0.29% of the 13F portfolio, value $4,193,061.

    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 60,916 shares
    Change vs previous 13F +750 shares

    0.31% of the 13F portfolio, value $4,177,619.

    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 60,166 shares
    Change vs previous 13F +49,937 shares

    0.29% of the 13F portfolio, value $3,721,267.

    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 10,229 shares
    Change vs previous 13F +170 shares

    0.05% of the 13F portfolio, value $617,627.

    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 10,059 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $534,636.

    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).