Skip to content
Disclosery

Strategic Wealth Partners, Ltd.: GBTC position timeline

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

Strategic Wealth Partners, Ltd. held 6,710 GBTC 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 6,710 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $305,439.

    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 6,710 shares
    Change vs previous 13F -1,124 shares

    0.02% of the 13F portfolio, value $354,020.

    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 7,834 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $535,532.

    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 8,834 shares
    Change vs previous 13F +2,124 shares

    0.06% of the 13F portfolio, value $793,028.

    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 6,710 shares
    Change vs previous 13F +360 shares

    0.04% of the 13F portfolio, value $569,209.

    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 6,350 shares
    Change vs previous 13F +1,200 shares

    0.04% of the 13F portfolio, value $483,997.

    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 5,150 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $260,075.

    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).