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Strategic Wealth Partners, Ltd.CoreConcentrated trader

CIK: 0001720777 | INDEPENDENCE, OH

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1463$1.6B2026-08-12SEC ↗
Q1 2026
13F-HR1479$1.4B2026-05-12SEC ↗
Q4 2025
13F-HR1459$1.5B2026-05-12SEC ↗
Q3 2025
13F-HR1317$1.3B2025-11-14SEC ↗
Q2 2025
13F-HR1156$1.3B2025-08-11SEC ↗
Q4 2024
13F-HR315$1.2B2025-02-14SEC ↗
Q3 2024
13F-HR304$1.0B2024-10-08SEC ↗
Q2 2024
13F-HR289$957.6M2024-10-08SEC ↗
Q1 2024
13F-HR278$911.5M2024-05-20SEC ↗
Q4 2023
13F-HR275$811.4M2024-05-20SEC ↗
Q3 2023
13F-HR284$759.4M2024-05-20SEC ↗
Q2 2023
13F-HR285$773.1M2024-05-20SEC ↗
Q1 2023
13F-HR258$651.9M2023-04-24SEC ↗
Q4 2022
13F-HR262$538.3M2023-04-24SEC ↗
Q3 2022
13F-HR270$471.3M2023-04-24SEC ↗
Q2 2022
13F-HR245$25.7M2022-08-22SEC ↗
Q1 2022
13F-HR252$17.3M2022-05-19SEC ↗
Q4 2021
13F-HR281$17.9M2022-02-11SEC ↗
Q3 2021
13F-HR229$12.3M2021-11-12SEC ↗
Q2 2021
13F-HR280$11.0M2021-08-25SEC ↗
Q1 2021
13F-HR189$6.4M2021-05-24SEC ↗
Q4 2020
13F-HR179$6.6M2021-02-18SEC ↗
Q3 2020
13F-HR153$5.3M2020-11-10SEC ↗
Q2 2020
13F-HR133$4.9M2020-08-11SEC ↗
Q1 2020
13F-HR135$192.0K2020-05-07SEC ↗
Q4 2019
13F-HR136$4.0M2020-01-30SEC ↗
Q3 2019
13F-HR2140$21.6M2019-10-28SEC ↗
Q2 2019
13F-HR2022$6.2M2019-08-06SEC ↗
Q1 2019
13F-HR1663$2.0M2019-05-14SEC ↗
Q4 2018
13F-HR726$2.7M2019-01-24SEC ↗
Q3 2018
13F-HR661$5.8M2018-12-06SEC ↗
Q2 2018
13F-HR768$4.9M2018-09-04SEC ↗
Q1 2018
13F-HR816$4.2M2018-07-13SEC ↗
Q4 2017
13F-HR748$1.1M2018-04-16SEC ↗