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Disclosery

Strategic Family Wealth Counselors, L.L.C.: BXMT 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 BXMT, newest first. How the timeline and the estimate are built.

Strategic Family Wealth Counselors, L.L.C. held 39,265 BXMT 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 39,265 shares
    Change vs previous 13F +3,226 shares

    0.15% of the 13F portfolio, value $665,548.

    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 36,039 shares
    Change vs previous 13F +340 shares

    0.18% of the 13F portfolio, value $690,152.

    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 35,699 shares
    Change vs previous 13F +11,986 shares

    0.16% of the 13F portfolio, value $691,137.

    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 23,713 shares
    Change vs previous 13F +23,713 shares

    0.11% of the 13F portfolio, value $436,558.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,382 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 11,382 shares
    Change vs previous 13F -6,142 shares

    0.06% of the 13F portfolio, value $198,156.

    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).

  7. period ended2024-09-30
    13F 17,524 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $333,137.

    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).