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Strategic Wealth Partners, Ltd.: RSP position timeline

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

Strategic Wealth Partners, Ltd. held 5,848 RSP 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 5,848 shares
    Change vs previous 13F -659 shares

    0.08% of the 13F portfolio, value $1,244,175.

    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 6,507 shares
    Change vs previous 13F -86 shares

    0.09% of the 13F portfolio, value $1,248,911.

    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 6,593 shares
    Change vs previous 13F -1,690 shares

    0.09% of the 13F portfolio, value $1,262,991.

    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 8,283 shares
    Change vs previous 13F +1,493 shares

    0.12% of the 13F portfolio, value $1,571,256.

    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 6,790 shares
    Change vs previous 13F -1,346 shares

    0.1% of the 13F portfolio, value $1,233,949.

    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 8,136 shares
    Change vs previous 13F -51,616 shares

    0.12% of the 13F portfolio, value $1,474,680.

    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 59,752 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $10,705,159.

    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).