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Disclosery

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

Strategic Family Wealth Counselors, L.L.C. held 203,720 CGMS 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 203,720 shares
    Change vs previous 13F +2,207 shares

    1.29% of the 13F portfolio, value $5,567,668.

    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 201,513 shares
    Change vs previous 13F +4,312 shares

    1.44% of the 13F portfolio, value $5,487,199.

    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 197,201 shares
    Change vs previous 13F +8,295 shares

    1.22% of the 13F portfolio, value $5,454,580.

    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 188,906 shares
    Change vs previous 13F +5,648 shares

    1.35% of the 13F portfolio, value $5,242,142.

    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 183,258 shares
    Change vs previous 13F +27,205 shares

    1.44% of the 13F portfolio, value $5,061,586.

    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 156,053 shares
    Change vs previous 13F -3,357 shares

    1.39% of the 13F portfolio, value $4,260,247.

    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 159,410 shares
    Change vs previous 13F +133,177 shares

    1.42% of the 13F portfolio, value $4,348,705.

    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 26,233 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $730,327.

    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).