Strategic Financial Concepts, LLC: VDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Concepts, LLC on VDC, newest first. How the timeline and the estimate are built.
Strategic Financial Concepts, LLC held 1,096 VDC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,096 sharesChange vs previous 13F +56 shares
0.07% of the 13F portfolio, value $247,187.
13F-HR 0001754960-26-000646 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 ended2026-03-3113F 1,040 sharesChange vs previous 13F +1,040 shares
0.06% of the 13F portfolio, value $233,671.
13F-HR 0001754960-26-000380 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 ended2025-12-3113F 0 sharesChange vs previous 13F -1,173 shares
13F-HR 0001754960-26-000163 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 ended2025-09-3013F 1,173 sharesChange vs previous 13F -2 shares
0.04% of the 13F portfolio, value $250,761.
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).
- period ended2025-06-3013F 1,175 sharesChange vs previous 13F +39 shares
0.04% of the 13F portfolio, value $257,376.
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 1,136 sharesChange vs previous 13F +5 shares
0.05% of the 13F portfolio, value $248,635.
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 1,131 sharesChange vs previous 13F +11 shares
0.05% of the 13F portfolio, value $239,027.
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 1,120 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $244,719.
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).