Strategic Wealth Partners, Ltd.: VST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on VST, newest first. How the timeline and the estimate are built.
Strategic Wealth Partners, Ltd. held 8,083 VST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 8,083 sharesChange vs previous 13F -100 shares
0.08% of the 13F portfolio, value $1,282,206.
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 8,183 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $1,230,156.
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 8,183 sharesChange vs previous 13F +60 shares
0.09% of the 13F portfolio, value $1,320,163.
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 8,123 sharesChange vs previous 13F -528 shares
0.12% of the 13F portfolio, value $1,591,458.
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 8,651 sharesChange vs previous 13F +474 shares
0.13% of the 13F portfolio, value $1,676,650.
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 8,177 sharesChange vs previous 13F -81 shares
0.11% of the 13F portfolio, value $1,354,520.
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 8,258 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $978,903.
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).