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Strategic Financial Concepts, LLC: VIG position timeline

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

Strategic Financial Concepts, LLC held 69,265 VIG 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 69,265 shares
    Change vs previous 13F -1,357 shares

    4.88% of the 13F portfolio, value $16,394,002.

    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 70,622 shares
    Change vs previous 13F +68,912 shares

    3.74% of the 13F portfolio, value $15,153,825.

    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 1,710 shares
    Change vs previous 13F -63,171 shares

    0.34% of the 13F portfolio, value $375,814.

    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 64,881 shares
    Change vs previous 13F +2,961 shares

    2.03% of the 13F portfolio, value $14,002,269.

    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 61,920 shares
    Change vs previous 13F -414 shares

    1.78% of the 13F portfolio, value $12,675,093.

    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 62,334 shares
    Change vs previous 13F +1,845 shares

    2.27% of the 13F portfolio, value $12,092,186.

    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 60,489 shares
    Change vs previous 13F +7,510 shares

    2.27% of the 13F portfolio, value $11,845,577.

    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 52,979 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $10,493,097.

    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).