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Disclosery

Financial Strategies Group, Inc.: ITOT position timeline

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

Financial Strategies Group, Inc. held 3,673 ITOT 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 3,673 shares
    Change vs previous 13F -416 shares

    0.1% of the 13F portfolio, value $602,813.

    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 4,089 shares
    Change vs previous 13F -181 shares

    0.11% of the 13F portfolio, value $640,133.

    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 4,270 shares
    Change vs previous 13F -28 shares

    0.12% of the 13F portfolio, value $646,008.

    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 4,298 shares
    Change vs previous 13F -223 shares

    0.12% of the 13F portfolio, value $640,918.

    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 4,521 shares
    Change vs previous 13F -43 shares

    0.13% of the 13F portfolio, value $616,619.

    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 4,564 shares
    Change vs previous 13F +1,577 shares

    0.13% of the 13F portfolio, value $534,034.

    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 2,987 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $380,783.

    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 3,043 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $389,352.

    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).