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Disclosery

Strategic Financial Concepts, LLC: VWO position timeline

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

Strategic Financial Concepts, LLC held 3,924 VWO 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 3,924 shares
    Change vs previous 13F -988 shares

    0.06% of the 13F portfolio, value $217,850.

    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 4,912 shares
    Change vs previous 13F +4,912 shares

    0.07% of the 13F portfolio, value $275,050.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,584 shares

    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).

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

  4. period ended2025-06-30
    13F 10,584 shares
    Change vs previous 13F -31,923 shares

    0.07% of the 13F portfolio, value $523,502.

    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).

  5. period ended2025-03-31
    13F 42,507 shares
    Change vs previous 13F -5,122 shares

    0.36% of the 13F portfolio, value $1,923,855.

    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).

  6. period ended2024-12-31
    13F/A 47,629 shares
    Change vs previous 13F +17,153 shares

    0.4% of the 13F portfolio, value $2,097,589.

    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).

  7. period ended2024-09-30
    13F 30,476 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,458,300.

    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).