Strategic Wealth Partners, Ltd.: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on TLT, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 729 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 729 sharesChange vs previous 13F -20 shares
<0.01% of the 13F portfolio, value $62,986.
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 749 sharesChange vs previous 13F -96 shares
<0.01% of the 13F portfolio, value $64,915.
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 845 sharesChange vs previous 13F -839 shares
0.01% of the 13F portfolio, value $73,633.
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 1,684 sharesChange vs previous 13F +1,318 shares
0.01% of the 13F portfolio, value $150,479.
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 366 sharesChange vs previous 13F -4,976 shares
<0.01% of the 13F portfolio, value $32,300.
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 5,342 sharesChange vs previous 13F +38 shares
0.04% of the 13F portfolio, value $473,691.
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).
- period ended2024-09-3013F 5,304 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $520,320.
13F-HR 0001720777-24-000007 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).