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Strategic Financial Concepts, LLC: SPY position timeline

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

Strategic Financial Concepts, LLC held 1,472 SPY 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 1,472 shares
    Change vs previous 13F -719 shares

    0.33% of the 13F portfolio, value $1,099,580.

    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 2,191 shares
    Change vs previous 13F +1,122 shares

    0.36% of the 13F portfolio, value $1,462,336.

    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 1,069 shares
    Change vs previous 13F -493 shares

    0.67% of the 13F portfolio, value $729,120.

    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 1,562 shares
    Change vs previous 13F -3,017 shares

    0.15% of the 13F portfolio, value $1,040,715.

    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 4,579 shares
    Change vs previous 13F -1,131 shares

    0.4% of the 13F portfolio, value $2,829,355.

    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 5,710 shares
    Change vs previous 13F +364 shares

    0.6% of the 13F portfolio, value $3,194,083.

    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 5,346 shares
    Change vs previous 13F -502 shares

    0.6% of the 13F portfolio, value $3,133,210.

    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 5,848 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,355,495.

    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).