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Disclosery

Strategic Financial Partners, Ltd.: CWB position timeline

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

Strategic Financial Partners, Ltd. held 31,418 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,418 shares
    Change vs previous 13F +12,138 shares

    1.28% of the 13F portfolio, value $3,387,574.

    13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
    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 19,280 shares
    Change vs previous 13F +11,513 shares

    0.76% of the 13F portfolio, value $1,764,539.

    13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
    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 7,767 shares
    Change vs previous 13F +398 shares

    0.3% of the 13F portfolio, value $692,889.

    13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
    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 7,369 shares
    Change vs previous 13F -223 shares

    0.31% of the 13F portfolio, value $666,946.

    13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
    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 7,592 shares
    Change vs previous 13F -10,962 shares

    0.29% of the 13F portfolio, value $627,576.

    13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
    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 18,554 shares
    Change vs previous 13F +10,915 shares

    0.75% of the 13F portfolio, value $1,421,675.

    13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
    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 7,639 shares
    Change vs previous 13F +737 shares

    0.3% of the 13F portfolio, value $595,070.

    13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
    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 6,902 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $528,696.

    13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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