Strategic Family Wealth Counselors, L.L.C.: DLN 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 DLN, newest first. How the timeline and the estimate are built.
Strategic Family Wealth Counselors, L.L.C. held 123,010 DLN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 123,010 sharesChange vs previous 13F +3,275 shares
2.76% of the 13F portfolio, value $11,848,326.
13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 119,735 sharesChange vs previous 13F +452 shares
2.81% of the 13F portfolio, value $10,695,901.
13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 119,283 sharesChange vs previous 13F +5,913 shares
2.38% of the 13F portfolio, value $10,607,869.
13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 113,370 sharesChange vs previous 13F +1,825 shares
2.54% of the 13F portfolio, value $9,866,603.
13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 111,545 sharesChange vs previous 13F +3,187 shares
2.61% of the 13F portfolio, value $9,162,290.
13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 108,358 sharesChange vs previous 13F +1,727 shares
2.8% of the 13F portfolio, value $8,600,345.
13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 106,631 sharesChange vs previous 13F +5,227 shares
2.7% of the 13F portfolio, value $8,294,805.
13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 101,404 sharesChange vs previous 13F not available
2.79% of the 13F portfolio, value $7,966,276.
13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).