Strategic Wealth Partners, Ltd.: USHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on USHY, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 2,451 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,451 sharesChange vs previous 13F -113 shares
0.01% of the 13F portfolio, value $90,736.
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 2,564 sharesChange vs previous 13F -455 shares
0.01% of the 13F portfolio, value $94,458.
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 3,019 sharesChange vs previous 13F +1,477 shares
0.01% of the 13F portfolio, value $112,896.
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 1,542 sharesChange vs previous 13F +646 shares
<0.01% of the 13F portfolio, value $58,257.
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 896 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $33,609.
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).