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Strategic Financial Concepts, LLC: IWY position timeline

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

Strategic Financial Concepts, LLC held 4,853 IWY 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 4,853 shares
    Change vs previous 13F -2,039 shares

    0.42% of the 13F portfolio, value $1,410,261.

    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 6,892 shares
    Change vs previous 13F +2,334 shares

    0.42% of the 13F portfolio, value $1,714,948.

    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 4,558 shares
    Change vs previous 13F +2,357 shares

    1.15% of the 13F portfolio, value $1,262,416.

    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 2,201 shares
    Change vs previous 13F -182 shares

    0.09% of the 13F portfolio, value $602,335.

    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 2,383 shares
    Change vs previous 13F -4,695 shares

    0.08% of the 13F portfolio, value $587,362.

    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 7,078 shares
    Change vs previous 13F -2,078 shares

    0.28% of the 13F portfolio, value $1,492,940.

    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 9,156 shares
    Change vs previous 13F +7,887 shares

    0.41% of the 13F portfolio, value $2,154,064.

    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 1,269 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $279,138.

    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).