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Strategic Financial Concepts, LLC: JPEM position timeline

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

Strategic Financial Concepts, LLC held 11,595 JPEM 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 11,595 shares
    Change vs previous 13F -41,277 shares

    0.22% of the 13F portfolio, value $727,940.

    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 52,872 shares
    Change vs previous 13F +22,321 shares

    0.81% of the 13F portfolio, value $3,284,753.

    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 30,551 shares
    Change vs previous 13F +25,924 shares

    1.7% of the 13F portfolio, value $1,855,383.

    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 4,627 shares
    Change vs previous 13F +334 shares

    0.04% of the 13F portfolio, value $277,517.

    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 4,293 shares
    Change vs previous 13F -21,100 shares

    0.03% of the 13F portfolio, value $242,174.

    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 25,393 shares
    Change vs previous 13F -14,964 shares

    0.25% of the 13F portfolio, value $1,338,752.

    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 40,357 shares
    Change vs previous 13F +31,320 shares

    0.4% of the 13F portfolio, value $2,093,844.

    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 9,037 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $511,761.

    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).