Strategic Financial Partners, Ltd.: VUG position timeline

Strategic Financial Partners, Ltd. held 71,734 VUG 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 71,734 shares

   Change vs previous 13F +59,899 shares

   2.33% of the 13F portfolio, value $6,179,217.

   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).

2. period ended2026-03-31

   13F 11,835 shares

   Change vs previous 13F -836 shares

   2.23% of the 13F portfolio, value $5,169,611.

   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).

3. period ended2025-12-31

   13F 12,671 shares

   Change vs previous 13F -166 shares

   2.68% of the 13F portfolio, value $6,181,834.

   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).

4. period ended2025-09-30

   13F 12,837 shares

   Change vs previous 13F -316 shares

   2.82% of the 13F portfolio, value $6,157,207.

   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).

5. period ended2025-06-30

   13F 13,153 shares

   Change vs previous 13F -226 shares

   2.68% of the 13F portfolio, value $5,766,593.

   13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 13,379 shares

   Change vs previous 13F -245 shares

   2.61% of the 13F portfolio, value $4,961,466.

   13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 13,624 shares

   Change vs previous 13F -210 shares

   2.85% of the 13F portfolio, value $5,592,018.

   13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 13,834 shares

   Change vs previous 13F not available

   2.71% of the 13F portfolio, value $5,311,364.

   13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).