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Disclosery

Strategic Family Wealth Counselors, L.L.C.: AOR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Family Wealth Counselors, L.L.C. on AOR, newest first. How the timeline and the estimate are built.

Strategic Family Wealth Counselors, L.L.C. held 96,670 AOR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,670 shares
    Change vs previous 13F +2,184 shares

    1.56% of the 13F portfolio, value $6,718,579.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,486 shares
    Change vs previous 13F +1,558 shares

    1.6% of the 13F portfolio, value $6,080,187.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,928 shares
    Change vs previous 13F +99 shares

    1.36% of the 13F portfolio, value $6,069,140.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,829 shares
    Change vs previous 13F +2,629 shares

    1.54% of the 13F portfolio, value $5,976,343.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 90,200 shares
    Change vs previous 13F +804 shares

    1.58% of the 13F portfolio, value $5,553,626.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,396 shares
    Change vs previous 13F +112 shares

    1.67% of the 13F portfolio, value $5,146,539.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,284 shares
    Change vs previous 13F +32,162 shares

    1.67% of the 13F portfolio, value $5,117,770.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,122 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,383,908.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).