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
- period ended2026-06-3013F 1,999 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,437 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,553 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,337 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,781 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,006 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,310 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).