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Disclosery

Financial Strategies Group, Inc.: SPEM position timeline

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

Financial Strategies Group, Inc. held 327,729 SPEM 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 327,729 shares
    Change vs previous 13F -304,731 shares

    2.67% of the 13F portfolio, value $16,750,237.

    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 632,460 shares
    Change vs previous 13F +31,297 shares

    5.4% of the 13F portfolio, value $32,249,122.

    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 601,163 shares
    Change vs previous 13F +10,963 shares

    5.26% of the 13F portfolio, value $29,042,201.

    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 590,200 shares
    Change vs previous 13F +4,478 shares

    5.36% of the 13F portfolio, value $28,134,836.

    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 585,722 shares
    Change vs previous 13F +19,132 shares

    5.23% of the 13F portfolio, value $25,074,765.

    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 566,590 shares
    Change vs previous 13F +4,963 shares

    5.06% of the 13F portfolio, value $21,411,431.

    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 561,627 shares
    Change vs previous 13F -1,489 shares

    5.02% of the 13F portfolio, value $20,971,141.

    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 563,116 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $23,318,653.

    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).