Skip to content
Disclosery

Strategic Wealth Partners, Ltd.: V position timeline

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

Strategic Wealth Partners, Ltd. held 6,987 V 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 6,987 shares
    Change vs previous 13F -454 shares

    0.15% of the 13F portfolio, value $2,397,103.

    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 7,441 shares
    Change vs previous 13F -387 shares

    0.16% of the 13F portfolio, value $2,248,908.

    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 7,828 shares
    Change vs previous 13F -3,838 shares

    0.19% of the 13F portfolio, value $2,745,343.

    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 11,666 shares
    Change vs previous 13F -20,335 shares

    0.3% of the 13F portfolio, value $3,982,600.

    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 32,001 shares
    Change vs previous 13F -6,406 shares

    0.89% of the 13F portfolio, value $11,362,092.

    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 38,407 shares
    Change vs previous 13F +2,258 shares

    1.13% of the 13F portfolio, value $13,658,313.

    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 36,149 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,939,065.

    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).