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Strategic Wealth Partners, Ltd.: SPAB position timeline

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

Strategic Wealth Partners, Ltd. held 84,465 SPAB 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 84,465 shares
    Change vs previous 13F +9,043 shares

    0.13% of the 13F portfolio, value $2,155,535.

    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 75,422 shares
    Change vs previous 13F +6,129 shares

    0.13% of the 13F portfolio, value $1,932,303.

    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 69,293 shares
    Change vs previous 13F +5,023 shares

    0.12% of the 13F portfolio, value $1,784,302.

    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 64,270 shares
    Change vs previous 13F -4,680 shares

    0.12% of the 13F portfolio, value $1,661,388.

    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 68,950 shares
    Change vs previous 13F -925 shares

    0.14% of the 13F portfolio, value $1,765,114.

    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 69,875 shares
    Change vs previous 13F +277 shares

    0.15% of the 13F portfolio, value $1,755,966.

    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 69,598 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,819,300.

    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).