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Disclosery

Strategic Financial Partners, Ltd.: VTV position timeline

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

Strategic Financial Partners, Ltd. held 16,672 VTV 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 16,672 shares
    Change vs previous 13F +854 shares

    1.37% of the 13F portfolio, value $3,633,403.

    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 15,818 shares
    Change vs previous 13F -3,066 shares

    1.34% of the 13F portfolio, value $3,103,503.

    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 18,884 shares
    Change vs previous 13F -532 shares

    1.56% of the 13F portfolio, value $3,606,709.

    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 19,416 shares
    Change vs previous 13F -268 shares

    1.66% of the 13F portfolio, value $3,621,039.

    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 19,684 shares
    Change vs previous 13F -110 shares

    1.61% of the 13F portfolio, value $3,479,114.

    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 19,794 shares
    Change vs previous 13F -86 shares

    1.8% of the 13F portfolio, value $3,419,377.

    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 19,880 shares
    Change vs previous 13F +49 shares

    1.72% of the 13F portfolio, value $3,365,740.

    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 19,831 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,461,999.

    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).