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Disclosery

Strategic Financial Partners, Ltd.: SPYM position timeline

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

Strategic Financial Partners, Ltd. held 536,722 SPYM 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 536,722 shares
    Change vs previous 13F -54,608 shares

    17.79% of the 13F portfolio, value $47,167,168.

    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 591,330 shares
    Change vs previous 13F -1,508 shares

    19.55% of the 13F portfolio, value $45,260,465.

    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 592,838 shares
    Change vs previous 13F +11,927 shares

    20.59% of the 13F portfolio, value $47,557,551.

    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 580,911 shares
    Change vs previous 13F -12,274 shares

    20.84% of the 13F portfolio, value $45,508,613.

    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 593,185 shares
    Change vs previous 13F +98,576 shares

    20.01% of the 13F portfolio, value $43,118,655.

    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 494,609 shares
    Change vs previous 13F -61,166 shares

    17.13% of the 13F portfolio, value $32,525,517.

    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 555,775 shares
    Change vs previous 13F -2,607 shares

    19.56% of the 13F portfolio, value $38,315,176.

    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 558,382 shares
    Change vs previous 13F not available

    19.24% of the 13F portfolio, value $37,696,439.

    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).