Strategic Wealth Partners, Ltd. DSU BLACKROCK DEBT STRATEGIES FD I COM

Ownership history in Strategic Wealth Partners, Ltd.  ·  10 quarters on record

AI Ownership Summary

Strategic Wealth Partners, Ltd. reported BLACKROCK DEBT STRATEGIES FD I COM (DSU) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows DSU at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DSU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Wealth Partners, Ltd.'s position in BLACKROCK DEBT STRATEGIES FD I COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DSU was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Wealth Partners, Ltd. held DSU — position size vs. price
% of Fund (quarterly)    DSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 329,048 +53,887 +19.6% 0.22% $3.2M 2026-05-12 $9.81
2025 Q3 ADDED 275,161 +64,300 +30.5% 0.22% $2.9M 2025-11-14 $9.62
2025 Q2 ADDED 210,861 +49,850 +31.0% 0.18% $2.2M 2025-08-11 $9.55
2024 Q4 ADDED 161,011 +8,600 +5.6% 0.14% $1.7M 2025-02-14 $9.33
2024 Q3 ADDED 152,411 +39,609 +35.1% 0.17% $1.7M 2024-10-08 $9.17
2024 Q1 ADDED 112,802 +111,606 +9331.6% 0.14% $1.1M 2024-05-20 $8.69
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Strategic Wealth Partners, Ltd. and DSU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Wealth Partners, Ltd. reported owning DSU?

Strategic Wealth Partners, Ltd. reported DSU across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DSU position in Strategic Wealth Partners, Ltd.'s portfolio?

The largest reported portfolio weight for DSU was 0.22% in 2026 Q1.

What is the latest reported DSU position on this page?

The most recent filing on this page is 2026 Q1, when Strategic Wealth Partners, Ltd. reported 329,048 shares, equal to 0.22% of portfolio, with an estimated market value of $3.2M.

What does the chart on this DSU ownership page compare?

The chart compares Strategic Wealth Partners, Ltd.'s quarterly DSU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Wealth Partners, Ltd. time their DSU position?

Based on 13F filing dates vs. subsequent DSU price moves, Strategic Wealth Partners, Ltd. correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on DSU relative to SPY over the holding period was +0.1%.

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