Strategic Wealth Partners »

Investar Holding shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Investar Holding

Tip: Access up to 7 years of quarterly data

All positions including Investar Holding held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investar Holding by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 653 23.21