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Strategic Wealth Partners, Ltd.: QQQ position timeline

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

Strategic Wealth Partners, Ltd. held 20,132 QQQ 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 20,132 shares
    Change vs previous 13F +88 shares

    0.92% of the 13F portfolio, value $14,825,077.

    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 20,044 shares
    Change vs previous 13F -1,486 shares

    0.8% of the 13F portfolio, value $11,568,896.

    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 21,530 shares
    Change vs previous 13F -156 shares

    0.91% of the 13F portfolio, value $13,225,951.

    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 21,686 shares
    Change vs previous 13F +272 shares

    0.97% of the 13F portfolio, value $13,019,392.

    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 21,414 shares
    Change vs previous 13F -271 shares

    0.93% of the 13F portfolio, value $11,812,979.

    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 21,685 shares
    Change vs previous 13F -302 shares

    0.96% of the 13F portfolio, value $11,621,194.

    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 21,987 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $10,731,195.

    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).