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Strategic Financial Concepts, LLC: QQQ position timeline

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

Strategic Financial Concepts, LLC held 4,605 QQQ 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 4,605 shares
    Change vs previous 13F -4,259 shares

    1.03% of the 13F portfolio, value $3,470,289.

    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 8,864 shares
    Change vs previous 13F +3,875 shares

    1.27% of the 13F portfolio, value $5,160,798.

    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 4,989 shares
    Change vs previous 13F +550 shares

    2.8% of the 13F portfolio, value $3,064,573.

    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 4,439 shares
    Change vs previous 13F -454 shares

    0.39% of the 13F portfolio, value $2,665,134.

    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 4,893 shares
    Change vs previous 13F -9,034 shares

    0.38% of the 13F portfolio, value $2,699,333.

    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 13,927 shares
    Change vs previous 13F -1,621 shares

    1.22% of the 13F portfolio, value $6,530,564.

    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 15,548 shares
    Change vs previous 13F +6,969 shares

    1.52% of the 13F portfolio, value $7,948,651.

    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 8,579 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,187,318.

    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).