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Disclosery

Financial Strategies Group, Inc.: SGOV position timeline

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

Financial Strategies Group, Inc. held 86,079 SGOV 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 86,079 shares
    Change vs previous 13F +29,455 shares

    1.38% of the 13F portfolio, value $8,659,565.

    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 56,624 shares
    Change vs previous 13F +13,221 shares

    0.95% of the 13F portfolio, value $5,698,593.

    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 43,403 shares
    Change vs previous 13F +3,684 shares

    0.79% of the 13F portfolio, value $4,358,948.

    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 39,719 shares
    Change vs previous 13F +9,926 shares

    0.76% of the 13F portfolio, value $3,987,828.

    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 29,793 shares
    Change vs previous 13F +2,130 shares

    0.62% of the 13F portfolio, value $2,994,460.

    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 27,663 shares
    Change vs previous 13F +10,070 shares

    0.66% of the 13F portfolio, value $2,780,408.

    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 17,593 shares
    Change vs previous 13F +2,784 shares

    0.42% of the 13F portfolio, value $1,767,217.

    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 14,809 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,488,008.

    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).