Strategic Wealth Partners, Ltd.: FLRN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on FLRN, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 587 FLRN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 587 sharesChange vs previous 13F -26 shares
<0.01% of the 13F portfolio, value $18,109.
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 613 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $18,868.
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 619 sharesChange vs previous 13F -4 shares
<0.01% of the 13F portfolio, value $19,022.
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 623 sharesChange vs previous 13F -14,124 shares
<0.01% of the 13F portfolio, value $19,226.
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 14,747 sharesChange vs previous 13F -650 shares
0.04% of the 13F portfolio, value $454,650.
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 15,397 sharesChange vs previous 13F -144 shares
0.04% of the 13F portfolio, value $474,074.
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 15,541 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $479,440.
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).