Strategic Financial Concepts, LLC: XSOE position timeline

Strategic Financial Concepts, LLC held 0 XSOE shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -26,103 shares

   13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-06-30

   13F 26,103 shares

   Change vs previous 13F -157 shares

   0.13% of the 13F portfolio, value $900,031.

   13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 26,260 shares

   Change vs previous 13F +920 shares

   0.15% of the 13F portfolio, value $810,650.

   13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F/A 25,340 shares

   Change vs previous 13F +94 shares

   0.15% of the 13F portfolio, value $772,367.

   13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 25,246 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $833,875.

   13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).