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
- period ended2026-06-3013F 16,354 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,365 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,503 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,935 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,871 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,531 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,761 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).