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Financial Strategies Group, Inc.: FNDX position timeline

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

Financial Strategies Group, Inc. held 942,592 FNDX 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 942,592 shares
    Change vs previous 13F +15,190 shares

    4.74% of the 13F portfolio, value $29,776,467.

    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 927,402 shares
    Change vs previous 13F +40,330 shares

    4.58% of the 13F portfolio, value $27,386,189.

    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 887,072 shares
    Change vs previous 13F +9,420 shares

    4.48% of the 13F portfolio, value $24,749,308.

    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 877,652 shares
    Change vs previous 13F +19,288 shares

    4.44% of the 13F portfolio, value $23,275,338.

    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 858,364 shares
    Change vs previous 13F +30,977 shares

    4.46% of the 13F portfolio, value $21,381,837.

    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 827,387 shares
    Change vs previous 13F -10,025 shares

    4.35% of the 13F portfolio, value $18,384,549.

    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 837,412 shares
    Change vs previous 13F -5,898 shares

    4.7% of the 13F portfolio, value $19,662,444.

    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 843,310 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $20,441,835.

    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).