Strategic Financial Concepts, LLC: PPA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on PPA, newest first. How the timeline and the estimate are built.
Strategic Financial Concepts, LLC held 0 PPA shares at 2026-03-31 per its 13F-HR filed 2026-05-13.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -3,803 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 3,803 sharesChange vs previous 13F +3,803 shares
0.54% of the 13F portfolio, value $595,664.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -4,944 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 4,944 sharesChange vs previous 13F +62 shares
0.11% of the 13F portfolio, value $576,244.
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 4,882 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $560,092.
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).