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Financial Strategies Group, Inc.: SLYV position timeline

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

Financial Strategies Group, Inc. held 188,300 SLYV 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 188,300 shares
    Change vs previous 13F +3,551 shares

    3.29% of the 13F portfolio, value $20,630,116.

    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 184,749 shares
    Change vs previous 13F +9,804 shares

    3.18% of the 13F portfolio, value $19,036,528.

    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 174,945 shares
    Change vs previous 13F +3,397 shares

    3% of the 13F portfolio, value $16,555,037.

    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 171,548 shares
    Change vs previous 13F +4,923 shares

    2.89% of the 13F portfolio, value $15,173,456.

    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 166,625 shares
    Change vs previous 13F +8,443 shares

    2.89% of the 13F portfolio, value $13,868,180.

    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 158,182 shares
    Change vs previous 13F -101 shares

    2.63% of the 13F portfolio, value $11,137,599.

    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 158,283 shares
    Change vs previous 13F -1,888 shares

    3.22% of the 13F portfolio, value $13,449,338.

    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 160,171 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $13,850,013.

    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).