Strategic Financial Partners, Ltd.

Business address
22079 Erickson Road, Bend, OR, 97701
Top securities (13F)
SPLG, SPYV, VONG, SPDW, IWR, AGG, VUG, IJR, MGK, VWO, XLK, XLC, XLI, XLF, VTV, VCIT, VTI, MGV, IAGG, and PAB
State of incorporation
OR
Fiscal year end
31 December
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Strategic Financial Partners, Ltd. has filed 26 SEC EDGAR filings since 08 Jul 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-24214
N-PX Open Document Open Filing 25 Aug 2025 30 Jun 2025 028-24214
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-24214
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-24214
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-24214
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-24214
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-24214
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 31 Mar 2024 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 31 Dec 2023 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 30 Sep 2023 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2023 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 31 Mar 2023 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 31 Dec 2022 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 30 Sep 2022 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2022 028-24214
13F-HR Open Document Open Filing 10 Jul 2024 31 Mar 2022 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 31 Dec 2021 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 30 Sep 2021 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 30 Jun 2021 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 31 Mar 2021 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 31 Dec 2020 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 30 Sep 2020 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 30 Jun 2020 028-24214
13F-HR Open Document Open Filing 09 Jul 2024 31 Mar 2020 028-24214
13F-HR Open Document Open Filing 08 Jul 2024 31 Dec 2019 028-24214