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
- period ended2026-06-3013F 5,848 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,507 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,593 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,283 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,136 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 59,752 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).