Strategic Wealth Partners, Ltd.: URA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on URA, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 2,264 URA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,264 sharesChange vs previous 13F -13 shares
0.01% of the 13F portfolio, value $98,954.
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 2,277 sharesChange vs previous 13F -152,437 shares
0.01% of the 13F portfolio, value $110,294.
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 154,714 sharesChange vs previous 13F +153,480 shares
0.45% of the 13F portfolio, value $6,610,929.
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 1,234 sharesChange vs previous 13F -443 shares
<0.01% of the 13F portfolio, value $58,825.
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 1,677 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $65,084.
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).