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Disclosery

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

Strategic Family Wealth Counselors, L.L.C. held 3,309 WFC 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 3,309 shares
    Change vs previous 13F +3,309 shares

    0.06% of the 13F portfolio, value $273,422.

    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 0 shares
    Change vs previous 13F -8,105 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 8,105 shares
    Change vs previous 13F +5,640 shares

    0.16% of the 13F portfolio, value $702,343.

    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 2,465 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $206,582.

    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).