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Strategic Wealth Partners, Ltd.: VIGI position timeline

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

Strategic Wealth Partners, Ltd. held 16,354 VIGI 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 16,354 shares
    Change vs previous 13F -2,011 shares

    0.09% of the 13F portfolio, value $1,527,133.

    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 18,365 shares
    Change vs previous 13F -2,138 shares

    0.11% of the 13F portfolio, value $1,624,602.

    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 20,503 shares
    Change vs previous 13F -1,432 shares

    0.13% of the 13F portfolio, value $1,874,964.

    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 21,935 shares
    Change vs previous 13F +64 shares

    0.15% of the 13F portfolio, value $1,964,749.

    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 21,871 shares
    Change vs previous 13F +340 shares

    0.16% of the 13F portfolio, value $1,971,051.

    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 21,531 shares
    Change vs previous 13F +2,770 shares

    0.15% of the 13F portfolio, value $1,820,245.

    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 18,761 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,656,201.

    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).