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Strategic Financial Concepts, LLC: TCAF position timeline

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

Strategic Financial Concepts, LLC held 86,660 TCAF 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 86,660 shares
    Change vs previous 13F -27,424 shares

    1.04% of the 13F portfolio, value $3,485,278.

    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 114,084 shares
    Change vs previous 13F +114,084 shares

    0.99% of the 13F portfolio, value $4,022,661.

    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 0 shares
    Change vs previous 13F -113,905 shares

    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).

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

  4. period ended2025-09-30
    13F 113,905 shares
    Change vs previous 13F +8,234 shares

    0.62% of the 13F portfolio, value $4,292,318.

    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 105,671 shares
    Change vs previous 13F +7,938 shares

    0.52% of the 13F portfolio, value $3,728,074.

    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 97,733 shares
    Change vs previous 13F +4,293 shares

    0.59% of the 13F portfolio, value $3,154,820.

    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 93,440 shares
    Change vs previous 13F +19,993 shares

    0.6% of the 13F portfolio, value $3,108,748.

    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 73,447 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,442,113.

    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).