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Financial Strategies Group, Inc.: PEP position timeline

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

Financial Strategies Group, Inc. held 47,177 PEP 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 47,177 shares
    Change vs previous 13F +2,670 shares

    1.01% of the 13F portfolio, value $6,368,930.

    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 44,507 shares
    Change vs previous 13F +1,228 shares

    1.15% of the 13F portfolio, value $6,858,570.

    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 43,279 shares
    Change vs previous 13F +1,209 shares

    1.09% of the 13F portfolio, value $6,013,982.

    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 42,070 shares
    Change vs previous 13F -4,748 shares

    1.15% of the 13F portfolio, value $6,041,295.

    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 46,818 shares
    Change vs previous 13F +5,583 shares

    1.32% of the 13F portfolio, value $6,332,590.

    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 41,235 shares
    Change vs previous 13F +12,201 shares

    1.39% of the 13F portfolio, value $5,890,012.

    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 29,034 shares
    Change vs previous 13F -1,573 shares

    0.99% of the 13F portfolio, value $4,141,398.

    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 30,607 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $5,389,818.

    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).