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Strategic Wealth Partners, Ltd.: EMR position timeline

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

Strategic Wealth Partners, Ltd. held 103,103 EMR 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 103,103 shares
    Change vs previous 13F +7,831 shares

    0.91% of the 13F portfolio, value $14,755,453.

    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 95,272 shares
    Change vs previous 13F +5,987 shares

    0.87% of the 13F portfolio, value $12,482,554.

    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 89,285 shares
    Change vs previous 13F +9,946 shares

    0.81% of the 13F portfolio, value $11,849,334.

    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 79,339 shares
    Change vs previous 13F +2,160 shares

    0.78% of the 13F portfolio, value $10,407,551.

    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 77,179 shares
    Change vs previous 13F +1,187 shares

    0.81% of the 13F portfolio, value $10,290,220.

    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 75,992 shares
    Change vs previous 13F +18,725 shares

    0.79% of the 13F portfolio, value $9,521,544.

    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 57,267 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,263,251.

    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).