Position in STE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$264,913
-$142,240 QoQ
Shares Held
1,198
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Strategic Wealth Investment Group, LLC holds $8,946,368 across 1 Medical Devices name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
209,615 | $8,946,368 |
All Filings in STE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,913 | 1,198 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $407,153 | 1,606 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $562,431 | 2,273 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,128 | 38 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $911,041 | 4,432 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,131,934 | 4,667 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $964,219 | 4,392 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||