Strategic Wealth Partners, Ltd.: CCJ position timeline

Strategic Wealth Partners, Ltd. held 113,736 CCJ 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 113,736 shares

   Change vs previous 13F +39,611 shares

   0.72% of the 13F portfolio, value $11,566,258.

   13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 74,125 shares

   Change vs previous 13F -56,384 shares

   0.56% of the 13F portfolio, value $8,027,769.

   13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 130,509 shares

   Change vs previous 13F +15,025 shares

   0.82% of the 13F portfolio, value $11,927,610.

   13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 115,484 shares

   Change vs previous 13F -37,325 shares

   0.72% of the 13F portfolio, value $9,676,429.

   13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 152,809 shares

   Change vs previous 13F -40,217 shares

   0.89% of the 13F portfolio, value $11,343,004.

   13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 193,026 shares

   Change vs previous 13F +4,051 shares

   0.78% of the 13F portfolio, value $9,474,029.

   13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 188,975 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $9,025,453.

   13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).