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Strategic Wealth Partners, Ltd.: VWO position timeline

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

Strategic Wealth Partners, Ltd. held 5,730 VWO 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 5,730 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $342,017.

    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 5,868 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $317,191.

    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 6,059 shares
    Change vs previous 13F +1,731 shares

    0.02% of the 13F portfolio, value $325,758.

    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 4,328 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $234,491.

    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 4,077 shares
    Change vs previous 13F -1,557 shares

    0.02% of the 13F portfolio, value $201,662.

    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 5,634 shares
    Change vs previous 13F +696 shares

    0.02% of the 13F portfolio, value $256,908.

    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 4,938 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $236,276.

    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).