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Strategic Wealth Partners, Ltd.: FSK position timeline

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

Strategic Wealth Partners, Ltd. held 147,553 FSK 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 147,553 shares
    Change vs previous 13F -492 shares

    0.1% of the 13F portfolio, value $1,549,307.

    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 148,045 shares
    Change vs previous 13F +7,811 shares

    0.1% of the 13F portfolio, value $1,507,098.

    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 140,234 shares
    Change vs previous 13F +11,433 shares

    0.14% of the 13F portfolio, value $2,076,859.

    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 128,801 shares
    Change vs previous 13F +20,465 shares

    0.14% of the 13F portfolio, value $1,923,006.

    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 108,336 shares
    Change vs previous 13F -15,084 shares

    0.18% of the 13F portfolio, value $2,247,972.

    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 123,420 shares
    Change vs previous 13F +1,013 shares

    0.24% of the 13F portfolio, value $2,883,091.

    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 122,407 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,415,090.

    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).