Strategic Wealth Partners, Ltd.: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on EFA, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 399,214 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 399,214 sharesChange vs previous 13F +4,851 shares
2.57% of the 13F portfolio, value $41,470,304.
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 394,363 sharesChange vs previous 13F +15,794 shares
2.66% of the 13F portfolio, value $38,304,432.
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 378,569 sharesChange vs previous 13F +31,862 shares
2.49% of the 13F portfolio, value $36,353,935.
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 346,707 sharesChange vs previous 13F -188 shares
2.42% of the 13F portfolio, value $32,372,058.
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 346,895 sharesChange vs previous 13F -1,628 shares
2.44% of the 13F portfolio, value $31,008,969.
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 348,523 sharesChange vs previous 13F +3,201 shares
2.36% of the 13F portfolio, value $28,512,689.
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 345,322 sharesChange vs previous 13F not available
2.78% of the 13F portfolio, value $28,879,278.
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).