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Strategic Wealth Partners, Ltd.: DFIC position timeline

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

Strategic Wealth Partners, Ltd. held 3,863 DFIC 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 3,863 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $143,944.

    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 3,858 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $137,083.

    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 3,855 shares
    Change vs previous 13F -537 shares

    0.01% of the 13F portfolio, value $132,851.

    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 4,392 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $144,008.

    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).