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Disclosery

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

Strategic Family Wealth Counselors, L.L.C. held 145,624 FVD 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 145,624 shares
    Change vs previous 13F +468 shares

    1.63% of the 13F portfolio, value $7,016,184.

    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 145,156 shares
    Change vs previous 13F -2,848 shares

    1.79% of the 13F portfolio, value $6,826,696.

    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 148,004 shares
    Change vs previous 13F -3,755 shares

    1.56% of the 13F portfolio, value $6,970,965.

    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 151,759 shares
    Change vs previous 13F -5,540 shares

    1.81% of the 13F portfolio, value $7,017,357.

    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 157,299 shares
    Change vs previous 13F -1,104 shares

    2% of the 13F portfolio, value $7,031,245.

    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 158,403 shares
    Change vs previous 13F +1,070 shares

    2.3% of the 13F portfolio, value $7,063,198.

    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 157,333 shares
    Change vs previous 13F +1,625 shares

    2.24% of the 13F portfolio, value $6,866,012.

    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 155,708 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,083,143.

    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).