Strategic Wealth Partners, Ltd.: IPAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on IPAC, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 2,981 IPAC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,981 sharesChange vs previous 13F -115 shares
0.02% of the 13F portfolio, value $244,262.
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 3,096 sharesChange vs previous 13F -259 shares
0.02% of the 13F portfolio, value $236,902.
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 3,355 sharesChange vs previous 13F +2,177 shares
0.02% of the 13F portfolio, value $245,645.
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 1,178 sharesChange vs previous 13F -306 shares
0.01% of the 13F portfolio, value $86,501.
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 1,484 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $101,951.
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).