Position in ROL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,830
-$351 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $987 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
13 | $987 |
All Filings in ROL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,830 | 53 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,181 | 53 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $3,113 | 53 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,990 | 53 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||