Strategic Wealth Partners, Ltd.: IHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on IHI, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 2,416 IHI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,416 sharesChange vs previous 13F -550 shares
0.01% of the 13F portfolio, value $119,373.
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 2,966 sharesChange vs previous 13F +91 shares
0.01% of the 13F portfolio, value $158,224.
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 2,875 sharesChange vs previous 13F -1,721 shares
0.01% of the 13F portfolio, value $178,661.
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 4,596 sharesChange vs previous 13F -1,827 shares
0.02% of the 13F portfolio, value $276,098.
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 6,423 sharesChange vs previous 13F -4,575 shares
0.03% of the 13F portfolio, value $402,332.
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 10,998 sharesChange vs previous 13F -127,769 shares
0.06% of the 13F portfolio, value $708,826.
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 138,767 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $8,217,807.
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).