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Strategic Financial Concepts, LLC: SGOV position timeline

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

Strategic Financial Concepts, LLC held 28,865 SGOV 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 28,865 shares
    Change vs previous 13F -11,947 shares

    0.86% of the 13F portfolio, value $2,902,422.

    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 40,812 shares
    Change vs previous 13F +35,191 shares

    1.01% of the 13F portfolio, value $4,108,251.

    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 5,621 shares
    Change vs previous 13F -29,099 shares

    0.52% of the 13F portfolio, value $564,235.

    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 34,720 shares
    Change vs previous 13F -12,126 shares

    0.51% of the 13F portfolio, value $3,493,239.

    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 46,846 shares
    Change vs previous 13F -169 shares

    0.67% of the 13F portfolio, value $4,742,543.

    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 47,015 shares
    Change vs previous 13F +11,153 shares

    0.89% of the 13F portfolio, value $4,733,671.

    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 35,862 shares
    Change vs previous 13F +5,366 shares

    0.69% of the 13F portfolio, value $3,597,670.

    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 30,496 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,071,519.

    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).