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Strategic Financial Concepts, LLC: IVV position timeline

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

Strategic Financial Concepts, LLC held 3,844 IVV 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 3,844 shares
    Change vs previous 13F -9,878 shares

    0.83% of the 13F portfolio, value $2,801,866.

    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 13,722 shares
    Change vs previous 13F +4,112 shares

    2.21% of the 13F portfolio, value $8,963,039.

    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 9,610 shares
    Change vs previous 13F +6,820 shares

    6.02% of the 13F portfolio, value $6,582,474.

    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 2,790 shares
    Change vs previous 13F -1,268 shares

    0.27% of the 13F portfolio, value $1,858,415.

    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 4,058 shares
    Change vs previous 13F -8,624 shares

    0.35% of the 13F portfolio, value $2,516,607.

    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 12,682 shares
    Change vs previous 13F +1,916 shares

    1.34% of the 13F portfolio, value $7,125,750.

    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 10,766 shares
    Change vs previous 13F +7,192 shares

    1.22% of the 13F portfolio, value $6,337,567.

    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 3,574 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,061,722.

    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).