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Strategic Wealth Partners, Ltd.: EMLP position timeline

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

Strategic Wealth Partners, Ltd. held 5,297 EMLP 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 5,297 shares
    Change vs previous 13F -213,304 shares

    0.01% of the 13F portfolio, value $230,422.

    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 218,601 shares
    Change vs previous 13F +14,050 shares

    0.66% of the 13F portfolio, value $9,544,127.

    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 204,551 shares
    Change vs previous 13F +19,945 shares

    0.53% of the 13F portfolio, value $7,746,329.

    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 184,606 shares
    Change vs previous 13F +4,727 shares

    0.53% of the 13F portfolio, value $7,068,572.

    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 179,879 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,747,257.

    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).