Strategic Wealth Partners, Ltd.: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on PG, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 5,800 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 5,800 sharesChange vs previous 13F +92 shares
0.05% of the 13F portfolio, value $850,481.
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 5,708 sharesChange vs previous 13F -206 shares
0.06% of the 13F portfolio, value $824,502.
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 5,914 sharesChange vs previous 13F -609 shares
0.06% of the 13F portfolio, value $847,589.
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 6,523 sharesChange vs previous 13F +772 shares
0.07% of the 13F portfolio, value $1,002,246.
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 5,751 sharesChange vs previous 13F -284 shares
0.07% of the 13F portfolio, value $916,303.
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 6,035 sharesChange vs previous 13F +394 shares
0.09% of the 13F portfolio, value $1,032,184.
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 5,641 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $977,014.
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).