Strategic Financial Partners, Ltd.: MSIF position timeline

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

Strategic Financial Partners, Ltd. held 28,320 MSIF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 28,320 shares
Change vs previous 13F -16,506 shares
0.12% of the 13F portfolio, value $327,662.
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).
period ended2026-03-31
13F 44,826 shares
Change vs previous 13F +6,115 shares
0.24% of the 13F portfolio, value $545,981.
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).
period ended2025-12-31
13F 38,711 shares
Change vs previous 13F +13,555 shares
0.22% of the 13F portfolio, value $508,672.
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).
period ended2025-09-30
13F 25,156 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $330,299.
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).