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Disclosery

Financial Strategies Group, Inc.: AGG position timeline

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

Financial Strategies Group, Inc. held 37,000 AGG 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 37,000 shares
    Change vs previous 13F +1,068 shares

    0.58% of the 13F portfolio, value $3,616,416.

    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 35,932 shares
    Change vs previous 13F +871 shares

    0.6% of the 13F portfolio, value $3,573,056.

    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 35,061 shares
    Change vs previous 13F +7 shares

    0.63% of the 13F portfolio, value $3,506,785.

    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 35,054 shares
    Change vs previous 13F -851 shares

    0.67% of the 13F portfolio, value $3,508,599.

    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 35,905 shares
    Change vs previous 13F +583 shares

    0.73% of the 13F portfolio, value $3,520,503.

    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 35,322 shares
    Change vs previous 13F -4,420 shares

    0.82% of the 13F portfolio, value $3,454,851.

    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 39,742 shares
    Change vs previous 13F +4,126 shares

    0.91% of the 13F portfolio, value $3,812,867.

    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 35,616 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,540,546.

    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).