Strategic Financial Partners, Ltd.: IWF position timeline

Strategic Financial Partners, Ltd. held 1,987 IWF 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 1,987 shares

   Change vs previous 13F +1,987 shares

   0.09% of the 13F portfolio, value $246,725.

   13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -752 shares

   13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

3. period ended2025-12-31

   13F 752 shares

   Change vs previous 13F -54 shares

   0.15% of the 13F portfolio, value $355,922.

   13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 806 shares

   Change vs previous 13F -73 shares

   0.17% of the 13F portfolio, value $377,539.

   13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
   Filed 2025-11-06 (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).

5. period ended2025-06-30

   13F 879 shares

   Change vs previous 13F 0 shares

   0.17% of the 13F portfolio, value $373,205.

   13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
   Filed 2025-08-06 (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).

6. period ended2025-03-31

   13F 879 shares

   Change vs previous 13F 0 shares

   0.17% of the 13F portfolio, value $317,399.

   13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
   Filed 2025-05-06 (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).

7. period ended2024-12-31

   13F 879 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $352,988.

   13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
   Filed 2025-02-10 (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).

8. period ended2024-09-30

   13F 879 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $329,958.

   13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
   Filed 2024-10-28 (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).