Skip to content

Strategic Financial Concepts, LLC: FDM position timeline

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

Strategic Financial Concepts, LLC held 0 FDM shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,348 shares

    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).

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

  2. period ended2025-06-30
    13F 6,348 shares
    Change vs previous 13F +160 shares

    0.06% of the 13F portfolio, value $454,730.

    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).

  3. period ended2025-03-31
    13F 6,188 shares
    Change vs previous 13F +821 shares

    0.07% of the 13F portfolio, value $384,797.

    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).

  4. period ended2024-12-31
    13F/A 5,367 shares
    Change vs previous 13F -412 shares

    0.07% of the 13F portfolio, value $365,804.

    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).

  5. period ended2024-09-30
    13F 5,779 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $370,457.

    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).