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
- period ended2026-06-3013F 20,132 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,044 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,686 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,414 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,685 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).