Skip to content
Disclosery

Strategic Financial Concepts, LLC: SPYV position timeline

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

Strategic Financial Concepts, LLC held 0 SPYV 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 0 shares
    Change vs previous 13F -10,817 shares

    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).

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

  2. period ended2026-03-31
    13F 10,817 shares
    Change vs previous 13F -726 shares

    0.15% of the 13F portfolio, value $612,049.

    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 11,543 shares
    Change vs previous 13F -989,429 shares

    0.6% of the 13F portfolio, value $655,740.

    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 1,000,972 shares
    Change vs previous 13F +11,198 shares

    8.05% of the 13F portfolio, value $55,383,789.

    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 989,774 shares
    Change vs previous 13F +965,401 shares

    7.29% of the 13F portfolio, value $51,804,721.

    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 24,373 shares
    Change vs previous 13F -509 shares

    0.23% of the 13F portfolio, value $1,244,744.

    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 24,882 shares
    Change vs previous 13F +7,119 shares

    0.24% of the 13F portfolio, value $1,272,446.

    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 17,763 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $938,940.

    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).