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Financial Strategies Group, Inc.: AAPL position timeline

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

Financial Strategies Group, Inc. held 28,491 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,491 shares
    Change vs previous 13F -2,077 shares

    1.49% of the 13F portfolio, value $9,337,762.

    13F-HR 0001986152-26-000122 filed by Financial Strategies Group, 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 30,568 shares
    Change vs previous 13F +1,577 shares

    1.37% of the 13F portfolio, value $8,180,205.

    13F-HR 0001986152-26-000075 filed by Financial Strategies Group, 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 28,991 shares
    Change vs previous 13F +442 shares

    1.38% of the 13F portfolio, value $7,606,101.

    13F-HR 0001986152-26-000008 filed by Financial Strategies Group, 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 28,549 shares
    Change vs previous 13F -10,826 shares

    1.46% of the 13F portfolio, value $7,681,229.

    13F-HR 0001986152-25-000097 filed by Financial Strategies Group, 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 39,375 shares
    Change vs previous 13F +3,912 shares

    1.73% of the 13F portfolio, value $8,314,478.

    13F-HR 0001986152-25-000067 filed by Financial Strategies Group, 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 35,463 shares
    Change vs previous 13F +2,252 shares

    1.7% of the 13F portfolio, value $7,168,537.

    13F-HR 0001986152-25-000045 filed by Financial Strategies Group, 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 33,211 shares
    Change vs previous 13F +895 shares

    1.88% of the 13F portfolio, value $7,866,051.

    13F-HR 0001986152-25-000004 filed by Financial Strategies Group, 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 32,316 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $7,474,650.

    13F-HR 0001986152-24-000052 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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