Strategic Financial Partners, Ltd.: FDD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Partners, Ltd. on FDD, newest first. How the timeline and the estimate are built.
Strategic Financial Partners, Ltd. held 13,925 FDD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 13,925 sharesChange vs previous 13F +38 shares
0.1% of the 13F portfolio, value $258,328.
13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,887 sharesChange vs previous 13F +171 shares
0.11% of the 13F portfolio, value $247,343.
13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,716 sharesChange vs previous 13F -204 shares
0.1% of the 13F portfolio, value $240,048.
13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,920 sharesChange vs previous 13F -990 shares
0.1% of the 13F portfolio, value $224,825.
13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,910 sharesChange vs previous 13F +26 shares
0.11% of the 13F portfolio, value $231,709.
13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,884 sharesChange vs previous 13F +549 shares
0.11% of the 13F portfolio, value $201,986.
13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,335 sharesChange vs previous 13F +204 shares
0.08% of the 13F portfolio, value $161,370.
13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,131 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $176,083.
13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).