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Disclosery

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

Strategic Family Wealth Counselors, L.L.C. held 370,532 CGCB 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 370,532 shares
    Change vs previous 13F +30,641 shares

    2.26% of the 13F portfolio, value $9,700,516.

    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 339,891 shares
    Change vs previous 13F +42,255 shares

    2.34% of the 13F portfolio, value $8,925,529.

    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 297,636 shares
    Change vs previous 13F +93,577 shares

    1.77% of the 13F portfolio, value $7,875,457.

    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 204,059 shares
    Change vs previous 13F +32,037 shares

    1.4% of the 13F portfolio, value $5,423,876.

    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 172,022 shares
    Change vs previous 13F +11,371 shares

    1.29% of the 13F portfolio, value $4,524,180.

    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 160,651 shares
    Change vs previous 13F +40,937 shares

    1.37% of the 13F portfolio, value $4,221,913.

    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 119,714 shares
    Change vs previous 13F +65,902 shares

    1.01% of the 13F portfolio, value $3,087,426.

    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 53,812 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,450,237.

    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).