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Strategic Wealth Partners, Ltd.: T position timeline

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

Strategic Wealth Partners, Ltd. held 9,719 T 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 9,719 shares
    Change vs previous 13F -2,276 shares

    0.01% of the 13F portfolio, value $201,187.

    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 11,995 shares
    Change vs previous 13F -868 shares

    0.02% of the 13F portfolio, value $347,742.

    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 12,863 shares
    Change vs previous 13F +6,372 shares

    0.02% of the 13F portfolio, value $319,526.

    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 6,491 shares
    Change vs previous 13F -14,890 shares

    0.01% of the 13F portfolio, value $183,306.

    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 21,381 shares
    Change vs previous 13F -2,834 shares

    0.05% of the 13F portfolio, value $618,766.

    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 24,215 shares
    Change vs previous 13F -17,039 shares

    0.05% of the 13F portfolio, value $620,640.

    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 41,254 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $907,590.

    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).