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Strategic Financial Concepts, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on AAPL, newest first. How the timeline and the estimate are built.

Strategic Financial Concepts, LLC held 29,196 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,196 shares
    Change vs previous 13F -10,754 shares

    2.51% of the 13F portfolio, value $8,448,147.

    13F-HR 0001754960-26-000646 filed by Strategic Financial Concepts, LLC
    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 39,950 shares
    Change vs previous 13F +26,834 shares

    2.5% of the 13F portfolio, value $10,144,750.

    13F-HR 0001754960-26-000380 filed by Strategic Financial Concepts, LLC
    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 13,116 shares
    Change vs previous 13F -18,417 shares

    3.26% of the 13F portfolio, value $3,565,619.

    13F-HR 0001754960-26-000163 filed by Strategic Financial Concepts, LLC
    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 31,533 shares
    Change vs previous 13F -7,370 shares

    1.17% of the 13F portfolio, value $8,029,208.

    13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
    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 38,903 shares
    Change vs previous 13F -13,429 shares

    1.12% of the 13F portfolio, value $7,985,728.

    13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
    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 52,332 shares
    Change vs previous 13F -571 shares

    2.18% of the 13F portfolio, value $11,624,575.

    13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
    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/A 52,903 shares
    Change vs previous 13F +14,972 shares

    2.54% of the 13F portfolio, value $13,247,848.

    13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
    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 37,931 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $8,837,962.

    13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).