Skip to content
Disclosery

Financial Strategies Group, Inc.: FBND position timeline

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

Financial Strategies Group, Inc. held 668,475 FBND 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 668,475 shares
    Change vs previous 13F +47,118 shares

    4.8% of the 13F portfolio, value $30,148,209.

    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 621,357 shares
    Change vs previous 13F +62,117 shares

    4.77% of the 13F portfolio, value $28,501,639.

    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 559,240 shares
    Change vs previous 13F +20,467 shares

    4.67% of the 13F portfolio, value $25,792,165.

    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 538,773 shares
    Change vs previous 13F +28,780 shares

    4.76% of the 13F portfolio, value $24,955,943.

    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 509,993 shares
    Change vs previous 13F +34,404 shares

    4.83% of the 13F portfolio, value $23,163,896.

    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 475,589 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $21,415,767.

    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).