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Strategic Wealth Partners, Ltd.: WFC position timeline

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

Strategic Wealth Partners, Ltd. held 1,863 WFC 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 1,863 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $153,958.

    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 1,914 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $152,348.

    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 1,773 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $165,244.

    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 1,773 shares
    Change vs previous 13F -134 shares

    0.01% of the 13F portfolio, value $148,613.

    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 1,907 shares
    Change vs previous 13F -765 shares

    0.01% of the 13F portfolio, value $152,789.

    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 2,672 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $210,700.

    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).