Strategic Family Wealth Counselors, L.L.C.
Position in CLOV — Clover Health Investments, Corp. /De
CIK 1729755
FAIRFIELD, NJ
Position in CLOV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,258
+$42,676 QoQ
Shares Held
12,263
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#156
of 224 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $845,642 across 2 Healthcare Plans names. CLOV ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,880 | $781,384 | |
| 2 | CLOV |
Clover Health Investments, Corp. /De
This page
|
12,263 | $64,258 |
All Filings in CLOV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,258 | 12,263 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,582 | 12,263 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,818 | 12,263 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,524 | 12,263 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,213 | 12,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,024 | 12,263 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $38,628 | 12,263 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $34,581 | 12,263 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $15,083 | 12,263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,736 | 12,263 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,674 | 12,263 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,244 | 12,263 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,999 | 12,263 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,362 | 12,263 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $11,404 | 12,263 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $20,847 | 12,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,242 | 12,263 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $43,533 | 12,263 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $45,618 | 12,263 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $90,623 | 12,263 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||