Skip to content

Strategic Financial Partners, Ltd.: FMB position timeline

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

Strategic Financial Partners, Ltd. held 25,131 FMB 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 25,131 shares
    Change vs previous 13F -1,016 shares

    0.49% of the 13F portfolio, value $1,290,918.

    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 26,147 shares
    Change vs previous 13F +1,906 shares

    0.57% of the 13F portfolio, value $1,324,654.

    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 24,241 shares
    Change vs previous 13F +2,539 shares

    0.54% of the 13F portfolio, value $1,239,604.

    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 21,702 shares
    Change vs previous 13F -428 shares

    0.5% of the 13F portfolio, value $1,100,348.

    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 22,130 shares
    Change vs previous 13F -7,228 shares

    0.51% of the 13F portfolio, value $1,102,530.

    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 29,358 shares
    Change vs previous 13F -548 shares

    0.78% of the 13F portfolio, value $1,480,319.

    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 29,906 shares
    Change vs previous 13F -3,428 shares

    0.78% of the 13F portfolio, value $1,525,542.

    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 33,334 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,732,055.

    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).