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Disclosery

Strategic Wealth Partners, Ltd.: TSLA position timeline

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

Strategic Wealth Partners, Ltd. held 7,565 TSLA 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 7,565 shares
    Change vs previous 13F -419 shares

    0.2% of the 13F portfolio, value $3,181,839.

    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 7,984 shares
    Change vs previous 13F +377 shares

    0.21% of the 13F portfolio, value $2,968,041.

    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 7,607 shares
    Change vs previous 13F +1,518 shares

    0.23% of the 13F portfolio, value $3,421,020.

    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 6,089 shares
    Change vs previous 13F -312 shares

    0.2% of the 13F portfolio, value $2,707,900.

    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 6,401 shares
    Change vs previous 13F -844 shares

    0.16% of the 13F portfolio, value $2,033,342.

    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 7,245 shares
    Change vs previous 13F +1,272 shares

    0.21% of the 13F portfolio, value $2,578,785.

    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 5,973 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,562,827.

    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).