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Disclosery

Financial Strategies Group, Inc.: PSFF position timeline

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

Financial Strategies Group, Inc. held 456,621 PSFF 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 456,621 shares
    Change vs previous 13F +9,930 shares

    2.51% of the 13F portfolio, value $15,726,030.

    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 446,691 shares
    Change vs previous 13F +19,157 shares

    2.5% of the 13F portfolio, value $14,968,526.

    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 427,534 shares
    Change vs previous 13F +2,823 shares

    2.52% of the 13F portfolio, value $13,894,864.

    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 424,711 shares
    Change vs previous 13F +6,732 shares

    2.58% of the 13F portfolio, value $13,518,565.

    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 417,979 shares
    Change vs previous 13F +7,543 shares

    2.67% of the 13F portfolio, value $12,794,338.

    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 410,436 shares
    Change vs previous 13F -2,682 shares

    2.72% of the 13F portfolio, value $11,483,993.

    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 413,118 shares
    Change vs previous 13F -2,742 shares

    2.88% of the 13F portfolio, value $12,034,130.

    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 415,860 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $12,034,984.

    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).