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Strategic Financial Concepts, LLC: SPYM position timeline

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

Strategic Financial Concepts, LLC held 30,439 SPYM 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 30,439 shares
    Change vs previous 13F -2,304 shares

    0.8% of the 13F portfolio, value $2,674,942.

    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 32,743 shares
    Change vs previous 13F -2,675 shares

    0.62% of the 13F portfolio, value $2,506,123.

    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 35,418 shares
    Change vs previous 13F +5,435 shares

    2.6% of the 13F portfolio, value $2,841,247.

    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 29,983 shares
    Change vs previous 13F +24,822 shares

    0.34% of the 13F portfolio, value $2,348,872.

    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 5,161 shares
    Change vs previous 13F -78,134 shares

    0.05% of the 13F portfolio, value $375,147.

    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 83,295 shares
    Change vs previous 13F -1,205 shares

    1.03% of the 13F portfolio, value $5,477,464.

    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 84,500 shares
    Change vs previous 13F +68,169 shares

    1.12% of the 13F portfolio, value $5,825,444.

    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 16,331 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,102,536.

    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).