Strategic Wealth Partners, Ltd.: PLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on PLD, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 149,115 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 149,115 sharesChange vs previous 13F +10,070 shares
1.25% of the 13F portfolio, value $20,200,548.
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 139,045 sharesChange vs previous 13F +3,604 shares
1.27% of the 13F portfolio, value $18,378,928.
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 135,441 sharesChange vs previous 13F +37,461 shares
1.18% of the 13F portfolio, value $17,290,400.
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 97,980 sharesChange vs previous 13F +3,890 shares
0.84% of the 13F portfolio, value $11,220,673.
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 94,090 sharesChange vs previous 13F +11,941 shares
0.78% of the 13F portfolio, value $9,890,688.
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 82,149 sharesChange vs previous 13F +14,637 shares
0.82% of the 13F portfolio, value $9,931,433.
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 67,512 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $8,525,398.
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).