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Strategic Wealth Partners, Ltd.: VMC position timeline

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

Strategic Wealth Partners, Ltd. held 1,999 VMC 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 1,999 shares
    Change vs previous 13F -438 shares

    0.04% of the 13F portfolio, value $589,696.

    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 2,437 shares
    Change vs previous 13F -116 shares

    0.05% of the 13F portfolio, value $663,675.

    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 2,553 shares
    Change vs previous 13F -21,784 shares

    0.05% of the 13F portfolio, value $728,191.

    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 24,337 shares
    Change vs previous 13F -2,444 shares

    0.56% of the 13F portfolio, value $7,486,506.

    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 26,781 shares
    Change vs previous 13F +4,775 shares

    0.55% of the 13F portfolio, value $6,984,948.

    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 22,006 shares
    Change vs previous 13F +4,696 shares

    0.49% of the 13F portfolio, value $5,926,619.

    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 17,310 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,335,025.

    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).