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Strategic Wealth Partners, Ltd.: META position timeline

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

Strategic Wealth Partners, Ltd. held 45,403 META 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 45,403 shares
    Change vs previous 13F +13,996 shares

    1.58% of the 13F portfolio, value $25,574,923.

    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 31,407 shares
    Change vs previous 13F +1,201 shares

    1.25% of the 13F portfolio, value $17,968,601.

    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 30,206 shares
    Change vs previous 13F +21,095 shares

    1.37% of the 13F portfolio, value $19,938,452.

    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 9,111 shares
    Change vs previous 13F +283 shares

    0.5% of the 13F portfolio, value $6,691,293.

    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 8,828 shares
    Change vs previous 13F +3,402 shares

    0.51% of the 13F portfolio, value $6,516,187.

    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 5,426 shares
    Change vs previous 13F +2,678 shares

    0.33% of the 13F portfolio, value $3,953,235.

    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 2,748 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,573,015.

    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).