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Disclosery

Financial Strategies Group, Inc.: CB position timeline

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

Financial Strategies Group, Inc. held 33,347 CB 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 33,347 shares
    Change vs previous 13F +114 shares

    1.89% of the 13F portfolio, value $11,831,364.

    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 33,233 shares
    Change vs previous 13F +283 shares

    1.8% of the 13F portfolio, value $10,787,331.

    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 32,950 shares
    Change vs previous 13F +646 shares

    1.84% of the 13F portfolio, value $10,191,006.

    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 32,304 shares
    Change vs previous 13F +4,813 shares

    1.71% of the 13F portfolio, value $8,988,623.

    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 27,491 shares
    Change vs previous 13F +1,355 shares

    1.59% of the 13F portfolio, value $7,643,891.

    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 26,136 shares
    Change vs previous 13F +1,854 shares

    1.76% of the 13F portfolio, value $7,443,626.

    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 24,282 shares
    Change vs previous 13F +1,099 shares

    1.5% of the 13F portfolio, value $6,257,592.

    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 23,183 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $6,693,133.

    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).