Skip to content

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

  1. period ended2026-06-30
    13F 2,416 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,966 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,875 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,596 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,423 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 10,998 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 138,767 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).