Strategic Financial Concepts, LLC: USIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on USIG, newest first. How the timeline and the estimate are built.
Strategic Financial Concepts, LLC held 0 USIG shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -7,003 shares
13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 7,003 sharesChange vs previous 13F -355 shares
0.05% of the 13F portfolio, value $360,234.
13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,358 sharesChange vs previous 13F +412 shares
0.07% of the 13F portfolio, value $375,847.
13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 6,946 sharesChange vs previous 13F +2,139 shares
0.07% of the 13F portfolio, value $349,245.
13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,807 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $252,752.
13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).