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Strategic Financial Concepts, LLC: SPYG position timeline

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

Strategic Financial Concepts, LLC held 8,466 SPYG 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 8,466 shares
    Change vs previous 13F -6,737 shares

    0.3% of the 13F portfolio, value $1,007,369.

    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 15,203 shares
    Change vs previous 13F +8,507 shares

    0.37% of the 13F portfolio, value $1,488,528.

    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 6,696 shares
    Change vs previous 13F -868,574 shares

    0.65% of the 13F portfolio, value $714,409.

    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 875,270 shares
    Change vs previous 13F +24,182 shares

    13.29% of the 13F portfolio, value $91,474,454.

    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 851,088 shares
    Change vs previous 13F +842,210 shares

    11.41% of the 13F portfolio, value $81,125,740.

    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 8,878 shares
    Change vs previous 13F -24,623 shares

    0.13% of the 13F portfolio, value $713,509.

    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 33,501 shares
    Change vs previous 13F +26,281 shares

    0.56% of the 13F portfolio, value $2,944,754.

    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 7,220 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $598,827.

    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).