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Financial Strategies Group, Inc.: SPTM position timeline

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

Financial Strategies Group, Inc. held 779,808 SPTM 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 779,808 shares
    Change vs previous 13F +3,192 shares

    11.29% of the 13F portfolio, value $70,868,936.

    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 776,616 shares
    Change vs previous 13F +27,569 shares

    11.28% of the 13F portfolio, value $67,449,109.

    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 749,047 shares
    Change vs previous 13F -7 shares

    11.37% of the 13F portfolio, value $62,807,604.

    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 749,054 shares
    Change vs previous 13F -1,229 shares

    11.79% of the 13F portfolio, value $61,834,421.

    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 750,283 shares
    Change vs previous 13F +10,591 shares

    11.84% of the 13F portfolio, value $56,781,453.

    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 739,692 shares
    Change vs previous 13F -4,095 shares

    11.42% of the 13F portfolio, value $48,294,513.

    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 743,787 shares
    Change vs previous 13F -14,447 shares

    12.59% of the 13F portfolio, value $52,645,249.

    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 758,234 shares
    Change vs previous 13F not available

    12.68% of the 13F portfolio, value $54,100,006.

    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).