Strategic Wealth Partners, Ltd.
Position in SPMC — Sound Point Meridian Capital, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in SPMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$34,650
New position
Shares Held
3,500
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 15 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $51,179,592 across 67 Asset Management names. SPMC ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
133,032 | $15,653,875 | |
| 2 | BLK |
BlackRock, Inc.
|
11,908 | $11,450,256 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
442,931 | $3,875,646 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
80,113 | $3,412,012 | |
| 5 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
329,048 | $3,191,765 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
185,861 | $2,235,907 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
203,227 | $2,209,077 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
188,529 | $2,085,130 |
All Filings in SPMC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,650 | 3,500 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||