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Strategic Wealth Partners, Ltd.: PNC position timeline

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

Strategic Wealth Partners, Ltd. held 66,276 PNC 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 66,276 shares
    Change vs previous 13F +8,168 shares

    1.01% of the 13F portfolio, value $16,318,475.

    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 58,108 shares
    Change vs previous 13F -3,751 shares

    0.84% of the 13F portfolio, value $12,091,620.

    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 61,859 shares
    Change vs previous 13F -4,457 shares

    0.88% of the 13F portfolio, value $12,911,779.

    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 66,316 shares
    Change vs previous 13F +18,671 shares

    1% of the 13F portfolio, value $13,324,822.

    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 47,645 shares
    Change vs previous 13F -17,454 shares

    0.7% of the 13F portfolio, value $8,882,013.

    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 65,099 shares
    Change vs previous 13F +15,964 shares

    1.05% of the 13F portfolio, value $12,722,284.

    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 49,135 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,082,527.

    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).