Strategic Wealth Partners, Ltd.: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on DG, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 2,937 DG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,937 sharesChange vs previous 13F -113 shares
0.02% of the 13F portfolio, value $338,093.
13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,050 sharesChange vs previous 13F -427 shares
0.03% of the 13F portfolio, value $362,108.
13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,477 sharesChange vs previous 13F +471 shares
0.03% of the 13F portfolio, value $461,589.
13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,006 sharesChange vs previous 13F +232 shares
0.02% of the 13F portfolio, value $310,705.
13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,774 sharesChange vs previous 13F -16,734 shares
0.02% of the 13F portfolio, value $317,298.
13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,508 sharesChange vs previous 13F -25,140 shares
0.12% of the 13F portfolio, value $1,420,952.
13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,648 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $3,775,840.
13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).