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
- period ended2026-06-3013F 1,733 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,788 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,839 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,097 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 216,094 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 164,271 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).