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Strategic Wealth Partners, Ltd.: SPYG position timeline

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

Strategic Wealth Partners, Ltd. held 13,565 SPYG 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 13,565 shares
    Change vs previous 13F -1,584 shares

    0.1% of the 13F portfolio, value $1,614,067.

    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 15,149 shares
    Change vs previous 13F -1,631 shares

    0.1% of the 13F portfolio, value $1,483,211.

    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 16,780 shares
    Change vs previous 13F -1,884 shares

    0.12% of the 13F portfolio, value $1,790,396.

    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 18,664 shares
    Change vs previous 13F +618 shares

    0.15% of the 13F portfolio, value $1,950,544.

    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 18,046 shares
    Change vs previous 13F -3,386 shares

    0.14% of the 13F portfolio, value $1,720,137.

    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 21,432 shares
    Change vs previous 13F -6,661 shares

    0.16% of the 13F portfolio, value $1,974,348.

    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 28,093 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,330,062.

    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).