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Strategic Wealth Partners, Ltd.: GBIL position timeline

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

Strategic Wealth Partners, Ltd. held 4,797 GBIL 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 4,797 shares
    Change vs previous 13F -1,061 shares

    0.03% of the 13F portfolio, value $480,505.

    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 5,858 shares
    Change vs previous 13F -3,420 shares

    0.04% of the 13F portfolio, value $586,950.

    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 9,278 shares
    Change vs previous 13F -42,261 shares

    0.06% of the 13F portfolio, value $927,282.

    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 51,539 shares
    Change vs previous 13F -1,646 shares

    0.39% of the 13F portfolio, value $5,165,761.

    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 53,185 shares
    Change vs previous 13F -12,335 shares

    0.42% of the 13F portfolio, value $5,326,479.

    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 65,520 shares
    Change vs previous 13F +52,371 shares

    0.54% of the 13F portfolio, value $6,549,342.

    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 13,149 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,318,687.

    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).