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Disclosery

Financial Strategies Group, Inc.: SHM position timeline

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

Financial Strategies Group, Inc. held 19,842 SHM 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 19,842 shares
    Change vs previous 13F +241 shares

    0.15% of the 13F portfolio, value $947,852.

    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 19,601 shares
    Change vs previous 13F -196 shares

    0.16% of the 13F portfolio, value $939,476.

    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 19,797 shares
    Change vs previous 13F +1,632 shares

    0.17% of the 13F portfolio, value $951,543.

    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 18,165 shares
    Change vs previous 13F -1,018 shares

    0.17% of the 13F portfolio, value $870,467.

    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 19,183 shares
    Change vs previous 13F -56 shares

    0.19% of the 13F portfolio, value $918,674.

    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 19,239 shares
    Change vs previous 13F -154 shares

    0.21% of the 13F portfolio, value $906,926.

    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 19,393 shares
    Change vs previous 13F +556 shares

    0.22% of the 13F portfolio, value $918,840.

    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 18,837 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $903,234.

    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).