Strategic Wealth Partners, Ltd.: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on HD, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 3,617 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,617 sharesChange vs previous 13F -141 shares
0.08% of the 13F portfolio, value $1,275,527.
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 3,758 sharesChange vs previous 13F +2 shares
0.09% of the 13F portfolio, value $1,235,829.
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 3,756 sharesChange vs previous 13F -19,127 shares
0.09% of the 13F portfolio, value $1,292,394.
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 22,883 sharesChange vs previous 13F -2,429 shares
0.69% of the 13F portfolio, value $9,271,786.
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 25,312 sharesChange vs previous 13F +550 shares
0.73% of the 13F portfolio, value $9,280,539.
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 24,762 sharesChange vs previous 13F +12,695 shares
0.85% of the 13F portfolio, value $10,212,542.
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 12,067 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $4,889,538.
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).