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Strategic Wealth Partners, Ltd.: BXMT position timeline

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

Strategic Wealth Partners, Ltd. held 1,950 BXMT 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 1,950 shares
    Change vs previous 13F -4,353 shares

    <0.01% of the 13F portfolio, value $33,053.

    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 6,303 shares
    Change vs previous 13F -20,417 shares

    0.01% of the 13F portfolio, value $120,702.

    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 26,720 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $511,154.

    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 26,720 shares
    Change vs previous 13F +250 shares

    0.04% of the 13F portfolio, value $491,915.

    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 26,470 shares
    Change vs previous 13F -950 shares

    0.04% of the 13F portfolio, value $509,548.

    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 27,420 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $544,835.

    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).