Strategic Wealth Partners, Ltd.: RSPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on RSPD, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 5,362 RSPD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 5,362 sharesChange vs previous 13F -2,896 shares
0.02% of the 13F portfolio, value $300,276.
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 8,258 sharesChange vs previous 13F -4,764 shares
0.03% of the 13F portfolio, value $442,017.
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 13,022 sharesChange vs previous 13F -125,097 shares
0.05% of the 13F portfolio, value $742,659.
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 138,119 sharesChange vs previous 13F +3,395 shares
0.6% of the 13F portfolio, value $7,969,460.
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 134,724 sharesChange vs previous 13F +6,086 shares
0.56% of the 13F portfolio, value $7,168,672.
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 128,638 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $7,096,967.
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).