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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

  1. period ended2026-06-30
    13F 149,115 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 139,045 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 135,441 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,980 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,090 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 82,149 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 67,512 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).