Strategic Family Wealth Counselors, L.L.C.: IWR 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 IWR, newest first. How the timeline and the estimate are built.
Strategic Family Wealth Counselors, L.L.C. held 16,870 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 16,870 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $1,861,100.
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 16,870 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $1,640,271.
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 16,870 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $1,674,348.
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 16,870 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $1,628,800.
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 16,870 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $1,551,535.
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 16,870 sharesChange vs previous 13F +366 shares
0.47% of the 13F portfolio, value $1,435,132.
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 16,504 sharesChange vs previous 13F +366 shares
0.48% of the 13F portfolio, value $1,458,955.
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 16,138 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,422,404.
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).