Skip to content
Disclosery

Strategic Financial Concepts, LLC: WMT position timeline

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

Strategic Financial Concepts, LLC held 18,367 WMT 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 18,367 shares
    Change vs previous 13F -6,033 shares

    0.62% of the 13F portfolio, value $2,080,286.

    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 24,400 shares
    Change vs previous 13F +17,478 shares

    0.75% of the 13F portfolio, value $3,032,462.

    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 6,922 shares
    Change vs previous 13F -12,117 shares

    0.71% of the 13F portfolio, value $771,235.

    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 19,039 shares
    Change vs previous 13F -1,189 shares

    0.29% of the 13F portfolio, value $1,962,126.

    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 20,228 shares
    Change vs previous 13F -6,966 shares

    0.28% of the 13F portfolio, value $1,983,019.

    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 27,194 shares
    Change vs previous 13F +759 shares

    0.45% of the 13F portfolio, value $2,387,323.

    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 26,435 shares
    Change vs previous 13F +7,079 shares

    0.46% of the 13F portfolio, value $2,388,392.

    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 19,356 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,563,021.

    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).