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Disclosery

Financial Strategies Group, Inc.: LAD position timeline

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

Financial Strategies Group, Inc. held 3,831 LAD 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 3,831 shares
    Change vs previous 13F -80 shares

    0.2% of the 13F portfolio, value $1,267,170.

    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 3,911 shares
    Change vs previous 13F +827 shares

    0.18% of the 13F portfolio, value $1,082,742.

    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 3,084 shares
    Change vs previous 13F +179 shares

    0.18% of the 13F portfolio, value $1,008,307.

    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 2,905 shares
    Change vs previous 13F +433 shares

    0.17% of the 13F portfolio, value $895,382.

    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 2,472 shares
    Change vs previous 13F +298 shares

    0.18% of the 13F portfolio, value $866,451.

    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 2,174 shares
    Change vs previous 13F +470 shares

    0.15% of the 13F portfolio, value $632,404.

    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 1,704 shares
    Change vs previous 13F +73 shares

    0.14% of the 13F portfolio, value $582,428.

    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 1,631 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $503,213.

    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).