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Disclosery

Strategic Financial Partners, Ltd.: VWO position timeline

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

Strategic Financial Partners, Ltd. held 69,598 VWO 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 69,598 shares
    Change vs previous 13F -17,213 shares

    1.57% of the 13F portfolio, value $4,154,351.

    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 86,811 shares
    Change vs previous 13F -363 shares

    2.03% of the 13F portfolio, value $4,692,176.

    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 87,174 shares
    Change vs previous 13F -2,055 shares

    2.03% of the 13F portfolio, value $4,686,498.

    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 89,229 shares
    Change vs previous 13F -67,837 shares

    2.21% of the 13F portfolio, value $4,834,474.

    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 157,066 shares
    Change vs previous 13F +100,842 shares

    3.61% of the 13F portfolio, value $7,768,528.

    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 56,224 shares
    Change vs previous 13F -91,802 shares

    1.34% of the 13F portfolio, value $2,544,719.

    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 148,026 shares
    Change vs previous 13F +96,909 shares

    3.33% of the 13F portfolio, value $6,519,097.

    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 51,117 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,446,002.

    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).