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Disclosery

Financial Strategies Group, Inc.: FDS position timeline

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

Financial Strategies Group, Inc. held 51,249 FDS 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 51,249 shares
    Change vs previous 13F -1,924 shares

    2.02% of the 13F portfolio, value $12,655,975.

    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 53,173 shares
    Change vs previous 13F +21,902 shares

    2% of the 13F portfolio, value $11,981,467.

    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 31,271 shares
    Change vs previous 13F +1,337 shares

    1.66% of the 13F portfolio, value $9,155,899.

    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 29,934 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $7,919,586.

    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).