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Strategic Financial Partners, Ltd.: SPYV position timeline

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

Strategic Financial Partners, Ltd. held 413,615 SPYV 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 413,615 shares
    Change vs previous 13F +45,715 shares

    9.48% of the 13F portfolio, value $25,143,707.

    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 367,900 shares
    Change vs previous 13F +9,932 shares

    8.99% of the 13F portfolio, value $20,815,813.

    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 357,968 shares
    Change vs previous 13F +12,447 shares

    8.81% of the 13F portfolio, value $20,336,222.

    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 345,521 shares
    Change vs previous 13F -3,321 shares

    8.76% of the 13F portfolio, value $19,117,719.

    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 348,842 shares
    Change vs previous 13F +90,578 shares

    8.47% of the 13F portfolio, value $18,258,407.

    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 258,264 shares
    Change vs previous 13F -37,652 shares

    6.94% of the 13F portfolio, value $13,189,583.

    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 295,916 shares
    Change vs previous 13F +75,528 shares

    7.73% of the 13F portfolio, value $15,133,145.

    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 220,388 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $11,649,739.

    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).