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Financial Strategies Group, Inc.: IQLT position timeline

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

Financial Strategies Group, Inc. held 222,912 IQLT 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 222,912 shares
    Change vs previous 13F +2,460 shares

    1.76% of the 13F portfolio, value $11,058,684.

    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 220,452 shares
    Change vs previous 13F +3,775 shares

    1.8% of the 13F portfolio, value $10,742,646.

    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 216,677 shares
    Change vs previous 13F -608 shares

    1.83% of the 13F portfolio, value $10,112,304.

    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 217,285 shares
    Change vs previous 13F -833,337 shares

    1.84% of the 13F portfolio, value $9,669,196.

    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 1,050,622 shares
    Change vs previous 13F +28,746 shares

    9.43% of the 13F portfolio, value $45,187,249.

    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 1,021,876 shares
    Change vs previous 13F +12,768 shares

    9.56% of the 13F portfolio, value $40,404,983.

    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 1,009,108 shares
    Change vs previous 13F +32,734 shares

    8.95% of the 13F portfolio, value $37,407,621.

    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 976,374 shares
    Change vs previous 13F not available

    9.4% of the 13F portfolio, value $40,128,980.

    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).