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Disclosery

Strategic Financial Concepts, LLC: CSQ position timeline

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

Strategic Financial Concepts, LLC held 0 CSQ shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -12,260 shares

    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).

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

  2. period ended2024-12-31
    13F/A 12,260 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $217,125.

    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).

  3. period ended2024-09-30
    13F 12,200 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $211,670.

    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).