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Disclosery

Strategic Financial Partners, Ltd.: SPTI position timeline

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

Strategic Financial Partners, Ltd. held 84,074 SPTI 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 84,074 shares
    Change vs previous 13F +6,141 shares

    0.9% of the 13F portfolio, value $2,386,866.

    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 77,933 shares
    Change vs previous 13F +4,656 shares

    0.96% of the 13F portfolio, value $2,233,572.

    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 73,277 shares
    Change vs previous 13F +1,504 shares

    0.92% of the 13F portfolio, value $2,113,310.

    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 71,773 shares
    Change vs previous 13F -199,731 shares

    0.95% of the 13F portfolio, value $2,074,261.

    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 271,504 shares
    Change vs previous 13F +195,325 shares

    3.63% of the 13F portfolio, value $7,811,202.

    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 76,179 shares
    Change vs previous 13F +1,269 shares

    1.15% of the 13F portfolio, value $2,177,224.

    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 74,910 shares
    Change vs previous 13F -8,210 shares

    1.07% of the 13F portfolio, value $2,088,498.

    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 83,120 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,415,483.

    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).