Strategic Financial Concepts, LLC: PDI position timeline

Strategic Financial Concepts, LLC held 14,550 PDI 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 14,550 shares

   Change vs previous 13F -1,400 shares

   0.07% of the 13F portfolio, value $242,985.

   13F-HR 0001754960-26-000646 filed by Strategic Financial Concepts, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 15,950 shares

   Change vs previous 13F +15,950 shares

   0.07% of the 13F portfolio, value $272,905.

   13F-HR 0001754960-26-000380 filed by Strategic Financial Concepts, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -15,250 shares

   13F-HR 0001754960-26-000163 filed by Strategic Financial Concepts, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 15,250 shares

   Change vs previous 13F +3,600 shares

   0.04% of the 13F portfolio, value $301,950.

   13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,650 shares

   Change vs previous 13F +11,650 shares

   0.03% of the 13F portfolio, value $221,001.

   13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F/A 0 shares

   Change vs previous 13F -10,400 shares

   13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 10,400 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $210,808.

   13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).