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Disclosery

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

Strategic Family Wealth Counselors, L.L.C. held 60,250 VUG 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 60,250 shares
    Change vs previous 13F +50,712 shares

    1.21% of the 13F portfolio, value $5,189,897.

    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 9,538 shares
    Change vs previous 13F +26 shares

    1.09% of the 13F portfolio, value $4,165,924.

    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 9,512 shares
    Change vs previous 13F +385 shares

    1.01% of the 13F portfolio, value $4,495,003.

    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 9,127 shares
    Change vs previous 13F +426 shares

    1.13% of the 13F portfolio, value $4,377,117.

    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 8,701 shares
    Change vs previous 13F +136 shares

    1.09% of the 13F portfolio, value $3,814,518.

    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 8,565 shares
    Change vs previous 13F +110 shares

    1.03% of the 13F portfolio, value $3,176,073.

    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 8,455 shares
    Change vs previous 13F +172 shares

    1.13% of the 13F portfolio, value $3,470,089.

    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 8,283 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,180,170.

    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).