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Strategic Wealth Partners, Ltd.: SPSB position timeline

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

Strategic Wealth Partners, Ltd. held 1,359,676 SPSB 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 1,359,676 shares
    Change vs previous 13F +90,598 shares

    2.53% of the 13F portfolio, value $40,803,885.

    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 1,269,078 shares
    Change vs previous 13F +52,719 shares

    2.65% of the 13F portfolio, value $38,161,187.

    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 1,216,359 shares
    Change vs previous 13F +146,287 shares

    2.52% of the 13F portfolio, value $36,734,041.

    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 1,070,072 shares
    Change vs previous 13F +19,977 shares

    2.42% of the 13F portfolio, value $32,412,475.

    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 1,050,095 shares
    Change vs previous 13F +4,100 shares

    2.5% of the 13F portfolio, value $31,702,360.

    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 1,045,995 shares
    Change vs previous 13F -12,718 shares

    2.59% of the 13F portfolio, value $31,285,697.

    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 1,058,713 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $32,057,824.

    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).