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Strategic Financial Concepts, LLC: SPYD position timeline

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

Strategic Financial Concepts, LLC held 10,079 SPYD 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 10,079 shares
    Change vs previous 13F -20,141 shares

    0.14% of the 13F portfolio, value $480,869.

    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 30,220 shares
    Change vs previous 13F +8,779 shares

    0.34% of the 13F portfolio, value $1,375,611.

    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 21,441 shares
    Change vs previous 13F +12,360 shares

    0.85% of the 13F portfolio, value $927,327.

    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 9,081 shares
    Change vs previous 13F +9,081 shares

    0.06% of the 13F portfolio, value $399,564.

    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 0 shares
    Change vs previous 13F -26,112 shares

    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).

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

  6. period ended2025-03-31
    13F 26,112 shares
    Change vs previous 13F -1,082 shares

    0.22% of the 13F portfolio, value $1,155,706.

    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 27,194 shares
    Change vs previous 13F +21,484 shares

    0.23% of the 13F portfolio, value $1,175,877.

    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 5,710 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $260,662.

    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).