Strategic Financial Concepts, LLC: IWN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on IWN, newest first. How the timeline and the estimate are built.
Strategic Financial Concepts, LLC held 0 IWN shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -5,078 shares
13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 5,078 sharesChange vs previous 13F -4 shares
0.11% of the 13F portfolio, value $801,105.
13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,082 sharesChange vs previous 13F +189 shares
0.14% of the 13F portfolio, value $767,280.
13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,893 sharesChange vs previous 13F +59 shares
0.15% of the 13F portfolio, value $803,240.
13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,834 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $806,408.
13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).