Skip to content
Disclosery

Financial Strategies Group, Inc.: BUFD position timeline

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

Financial Strategies Group, Inc. held 49,347 BUFD 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 49,347 shares
    Change vs previous 13F +1,863 shares

    0.23% of the 13F portfolio, value $1,474,006.

    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 47,484 shares
    Change vs previous 13F +3,295 shares

    0.23% of the 13F portfolio, value $1,382,979.

    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 44,189 shares
    Change vs previous 13F +2,023 shares

    0.23% of the 13F portfolio, value $1,254,076.

    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 42,166 shares
    Change vs previous 13F +655 shares

    0.22% of the 13F portfolio, value $1,175,176.

    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 41,511 shares
    Change vs previous 13F +1,934 shares

    0.23% of the 13F portfolio, value $1,107,106.

    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 39,577 shares
    Change vs previous 13F +389 shares

    0.23% of the 13F portfolio, value $964,481.

    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 39,188 shares
    Change vs previous 13F -82 shares

    0.24% of the 13F portfolio, value $994,595.

    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 39,270 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $989,995.

    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).