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
- period ended2026-06-3013F 4,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,858 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,278 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,539 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,185 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 65,520 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,149 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).