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Strategic Wealth Partners, Ltd.: CCC position timeline

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

Strategic Wealth Partners, Ltd. held 235 CCC 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 235 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,213.

    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 235 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $1,410.

    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 304 shares
    Change vs previous 13F -4,388 shares

    <0.01% of the 13F portfolio, value $2,417.

    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 4,692 shares
    Change vs previous 13F -2,451 shares

    <0.01% of the 13F portfolio, value $42,744.

    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 7,143 shares
    Change vs previous 13F -91,360 shares

    0.01% of the 13F portfolio, value $67,216.

    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 98,503 shares
    Change vs previous 13F +36,551 shares

    0.09% of the 13F portfolio, value $1,077,623.

    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 61,952 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $684,570.

    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).