Strategic Wealth Partners, Ltd.: DIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on DIA, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 1,261 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,261 sharesChange vs previous 13F -900 shares
0.04% of the 13F portfolio, value $658,734.
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 2,161 sharesChange vs previous 13F +1,560 shares
0.07% of the 13F portfolio, value $1,000,954.
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 601 sharesChange vs previous 13F -66 shares
0.02% of the 13F portfolio, value $288,823.
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 667 sharesChange vs previous 13F -23 shares
0.02% of the 13F portfolio, value $309,315.
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 690 sharesChange vs previous 13F -148 shares
0.02% of the 13F portfolio, value $304,049.
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 838 sharesChange vs previous 13F -99 shares
0.03% of the 13F portfolio, value $374,804.
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 937 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $396,463.
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).