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Disclosery

Financial Strategies Group, Inc.: SPMD position timeline

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

Financial Strategies Group, Inc. held 442,361 SPMD 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 442,361 shares
    Change vs previous 13F +12,511 shares

    4.68% of the 13F portfolio, value $29,350,632.

    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 429,850 shares
    Change vs previous 13F +26,363 shares

    4.59% of the 13F portfolio, value $27,450,232.

    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 403,487 shares
    Change vs previous 13F +8,417 shares

    4.41% of the 13F portfolio, value $24,350,437.

    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 395,070 shares
    Change vs previous 13F +10,918 shares

    4.28% of the 13F portfolio, value $22,475,550.

    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 384,152 shares
    Change vs previous 13F +16,061 shares

    4.46% of the 13F portfolio, value $21,358,826.

    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 368,091 shares
    Change vs previous 13F +4,046 shares

    4.2% of the 13F portfolio, value $17,741,982.

    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 364,045 shares
    Change vs previous 13F -3,181 shares

    4.73% of the 13F portfolio, value $19,771,287.

    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 367,226 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $20,421,429.

    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).