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Strategic Financial Planning, Inc.: IEMG position timeline

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

Strategic Financial Planning, Inc. held 25,335 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,335 shares
    Change vs previous 13F +20,228 shares

    1.1% of the 13F portfolio, value $2,098,783.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, Inc.
    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 5,107 shares
    Change vs previous 13F -24,124 shares

    0.37% of the 13F portfolio, value $634,833.

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    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 29,231 shares
    Change vs previous 13F -88 shares

    1.12% of the 13F portfolio, value $1,964,919.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    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 29,319 shares
    Change vs previous 13F -1,086 shares

    1.12% of the 13F portfolio, value $1,932,685.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, Inc.
    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 30,405 shares
    Change vs previous 13F -3,521 shares

    1.14% of the 13F portfolio, value $1,825,191.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 33,926 shares
    Change vs previous 13F -3,649 shares

    1.26% of the 13F portfolio, value $1,830,984.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 37,575 shares
    Change vs previous 13F -177 shares

    1.34% of the 13F portfolio, value $1,962,164.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    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 37,752 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,167,338.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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