Skip to content

Strategic Wealth Partners, Ltd.: LAZ position timeline

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

Strategic Wealth Partners, Ltd. held 1,733 LAZ 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 1,733 shares
    Change vs previous 13F -1,055 shares

    0.01% of the 13F portfolio, value $84,953.

    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 2,788 shares
    Change vs previous 13F -1,841 shares

    0.01% of the 13F portfolio, value $130,117.

    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 4,629 shares
    Change vs previous 13F -210 shares

    0.02% of the 13F portfolio, value $229,961.

    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 4,839 shares
    Change vs previous 13F -4,258 shares

    0.02% of the 13F portfolio, value $256,063.

    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 9,097 shares
    Change vs previous 13F -206,997 shares

    0.03% of the 13F portfolio, value $436,473.

    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 216,094 shares
    Change vs previous 13F +51,823 shares

    0.97% of the 13F portfolio, value $11,662,236.

    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 164,271 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,275,950.

    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).