Strategic Financial Concepts, LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on JPST, newest first. How the timeline and the estimate are built.
Strategic Financial Concepts, LLC held 5,189 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 5,189 sharesChange vs previous 13F -10,563 shares
0.08% of the 13F portfolio, value $262,393.
13F-HR 0001754960-26-000646 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 ended2026-03-3113F 15,752 sharesChange vs previous 13F +2,649 shares
0.2% of the 13F portfolio, value $797,194.
13F-HR 0001754960-26-000380 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 ended2025-12-3113F 13,103 sharesChange vs previous 13F +3,679 shares
0.61% of the 13F portfolio, value $662,892.
13F-HR 0001754960-26-000163 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 ended2025-09-3013F 9,424 sharesChange vs previous 13F -738 shares
0.07% of the 13F portfolio, value $478,075.
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).
- period ended2025-06-3013F 10,162 sharesChange vs previous 13F -63,970 shares
0.07% of the 13F portfolio, value $515,516.
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 74,132 sharesChange vs previous 13F -30,859 shares
0.7% of the 13F portfolio, value $3,753,282.
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 104,991 sharesChange vs previous 13F +96,497 shares
1.01% of the 13F portfolio, value $5,288,392.
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 8,494 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $430,961.
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).