Strategic Wealth Partners, Ltd.: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on MA, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 1,837 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,837 sharesChange vs previous 13F +27 shares
0.06% of the 13F portfolio, value $943,483.
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 1,810 sharesChange vs previous 13F -7 shares
0.06% of the 13F portfolio, value $904,581.
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 1,817 sharesChange vs previous 13F +72 shares
0.07% of the 13F portfolio, value $1,037,289.
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 1,745 sharesChange vs previous 13F -214 shares
0.07% of the 13F portfolio, value $992,674.
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 1,959 sharesChange vs previous 13F +179 shares
0.09% of the 13F portfolio, value $1,100,939.
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 1,780 sharesChange vs previous 13F +61 shares
0.08% of the 13F portfolio, value $1,008,032.
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 1,719 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $848,842.
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).