Skip to content
Disclosery

Strategic Financial Concepts, LLC: VTV position timeline

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

Strategic Financial Concepts, LLC held 20,972 VTV 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 20,972 shares
    Change vs previous 13F -664 shares

    1.37% of the 13F portfolio, value $4,603,185.

    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 21,636 shares
    Change vs previous 13F +19,297 shares

    1.05% of the 13F portfolio, value $4,245,054.

    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 2,339 shares
    Change vs previous 13F -16,987 shares

    0.41% of the 13F portfolio, value $446,789.

    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 19,326 shares
    Change vs previous 13F -553 shares

    0.52% of the 13F portfolio, value $3,603,457.

    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 19,879 shares
    Change vs previous 13F +533 shares

    0.49% of the 13F portfolio, value $3,513,391.

    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 19,346 shares
    Change vs previous 13F +1,739 shares

    0.63% of the 13F portfolio, value $3,341,843.

    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 17,607 shares
    Change vs previous 13F +1,094 shares

    0.57% of the 13F portfolio, value $2,980,901.

    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 16,513 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,882,717.

    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).