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Strategic Wealth Partners, Ltd.: HIMS position timeline

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

Strategic Wealth Partners, Ltd. held 1,744 HIMS 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 1,744 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $60,464.

    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 1,244 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $25,825.

    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 1,148 shares
    Change vs previous 13F -1,158 shares

    <0.01% of the 13F portfolio, value $37,276.

    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 2,306 shares
    Change vs previous 13F -941 shares

    0.01% of the 13F portfolio, value $130,796.

    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 3,247 shares
    Change vs previous 13F -23,795 shares

    0.01% of the 13F portfolio, value $161,863.

    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 27,042 shares
    Change vs previous 13F -82,157 shares

    0.13% of the 13F portfolio, value $1,600,346.

    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 109,199 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,011,446.

    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).