Skip to content
Disclosery

Strategic Financial Concepts, LLC: AGG position timeline

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

Strategic Financial Concepts, LLC held 20,810 AGG 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 20,810 shares
    Change vs previous 13F -18,546 shares

    0.61% of the 13F portfolio, value $2,057,819.

    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 39,356 shares
    Change vs previous 13F +21,129 shares

    0.92% of the 13F portfolio, value $3,729,729.

    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 18,227 shares
    Change vs previous 13F -46,585 shares

    1.66% of the 13F portfolio, value $1,820,472.

    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 64,812 shares
    Change vs previous 13F +1,240 shares

    0.94% of the 13F portfolio, value $6,497,388.

    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 63,572 shares
    Change vs previous 13F +20,910 shares

    0.89% of the 13F portfolio, value $6,306,353.

    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 42,662 shares
    Change vs previous 13F -25,364 shares

    0.79% of the 13F portfolio, value $4,220,172.

    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 68,026 shares
    Change vs previous 13F +51,759 shares

    1.26% of the 13F portfolio, value $6,591,714.

    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 16,267 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,647,353.

    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).