Strategic Wealth Partners, Ltd.: VRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on VRT, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 892 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 892 sharesChange vs previous 13F +15 shares
0.02% of the 13F portfolio, value $298,659.
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 877 sharesChange vs previous 13F -39 shares
0.02% of the 13F portfolio, value $219,739.
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 916 sharesChange vs previous 13F -586 shares
0.01% of the 13F portfolio, value $148,401.
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 1,502 sharesChange vs previous 13F +1,152 shares
0.02% of the 13F portfolio, value $226,592.
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 350 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $44,944.
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).