Strategic Wealth Partners, Ltd.: JEF position timeline

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

Strategic Wealth Partners, Ltd. held 1,559 JEF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 1,559 shares
Change vs previous 13F -17,981 shares
<0.01% of the 13F portfolio, value $77,934.
13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,540 shares
Change vs previous 13F -260,269 shares
0.06% of the 13F portfolio, value $806,419.
13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 279,809 shares
Change vs previous 13F +83,419 shares
1.19% of the 13F portfolio, value $17,339,753.
13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 196,390 shares
Change vs previous 13F not available
0.96% of the 13F portfolio, value $12,847,854.
13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).