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Disclosery

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

Strategic Family Wealth Counselors, L.L.C. held 86,065 VYM 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 86,065 shares
    Change vs previous 13F +1,377 shares

    3.16% of the 13F portfolio, value $13,600,902.

    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 84,688 shares
    Change vs previous 13F +906 shares

    3.3% of the 13F portfolio, value $12,542,312.

    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 83,782 shares
    Change vs previous 13F +2,474 shares

    2.76% of the 13F portfolio, value $12,279,952.

    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 81,308 shares
    Change vs previous 13F +1,687 shares

    2.95% of the 13F portfolio, value $11,460,408.

    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 79,621 shares
    Change vs previous 13F -852 shares

    3.02% of the 13F portfolio, value $10,614,269.

    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 80,473 shares
    Change vs previous 13F +1,491 shares

    3.37% of the 13F portfolio, value $10,377,805.

    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 78,982 shares
    Change vs previous 13F +3,085 shares

    3.28% of the 13F portfolio, value $10,077,335.

    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 75,897 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $9,730,051.

    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).