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Strategic Wealth Partners, Ltd.: DLR position timeline

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

Strategic Wealth Partners, Ltd. held 75,563 DLR 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 75,563 shares
    Change vs previous 13F +22,732 shares

    0.84% of the 13F portfolio, value $13,569,599.

    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 52,831 shares
    Change vs previous 13F +9,493 shares

    0.66% of the 13F portfolio, value $9,520,714.

    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 43,338 shares
    Change vs previous 13F -25,839 shares

    0.46% of the 13F portfolio, value $6,704,880.

    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 69,177 shares
    Change vs previous 13F +2,120 shares

    0.89% of the 13F portfolio, value $11,959,385.

    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).

  5. period ended2025-06-30
    13F 67,057 shares
    Change vs previous 13F +32,586 shares

    0.92% of the 13F portfolio, value $11,690,049.

    13F-HR 0001720777-25-000004 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).

  6. period ended2024-12-31
    13F 34,471 shares
    Change vs previous 13F +14,304 shares

    0.47% of the 13F portfolio, value $5,681,197.

    13F-HR 0001720777-25-000001 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).

  7. period ended2024-09-30
    13F 20,167 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,263,651.

    13F-HR 0001720777-24-000007 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).