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Disclosery

Financial Strategies Group, Inc.: FENI position timeline

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

Financial Strategies Group, Inc. held 1,245,191 FENI 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 1,245,191 shares
    Change vs previous 13F +44,338 shares

    7.97% of the 13F portfolio, value $50,006,858.

    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 1,200,853 shares
    Change vs previous 13F +55,917 shares

    7.81% of the 13F portfolio, value $46,713,200.

    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 1,144,936 shares
    Change vs previous 13F +24,043 shares

    7.8% of the 13F portfolio, value $43,106,850.

    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 1,120,893 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $39,959,835.

    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).