Strategic Wealth Partners, Ltd.: COIN position timeline

Strategic Wealth Partners, Ltd. held 1,868 COIN 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 1,868 shares

   Change vs previous 13F -174 shares

   0.02% of the 13F portfolio, value $273,083.

   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 2,042 shares

   Change vs previous 13F +163 shares

   0.02% of the 13F portfolio, value $356,554.

   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 1,879 shares

   Change vs previous 13F +50 shares

   0.03% of the 13F portfolio, value $424,917.

   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 1,829 shares

   Change vs previous 13F -956 shares

   0.05% of the 13F portfolio, value $617,269.

   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 2,785 shares

   Change vs previous 13F +740 shares

   0.08% of the 13F portfolio, value $976,115.

   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 2,045 shares

   Change vs previous 13F +336 shares

   0.05% of the 13F portfolio, value $609,635.

   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 1,709 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $304,493.

   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).