Skip to content
Disclosery

Financial Strategies Group, Inc.: SUB position timeline

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

Financial Strategies Group, Inc. held 15,628 SUB 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 15,628 shares
    Change vs previous 13F +1,599 shares

    0.26% of the 13F portfolio, value $1,659,426.

    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 14,029 shares
    Change vs previous 13F +800 shares

    0.25% of the 13F portfolio, value $1,496,442.

    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 13,229 shares
    Change vs previous 13F +407 shares

    0.26% of the 13F portfolio, value $1,414,043.

    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 12,822 shares
    Change vs previous 13F +261 shares

    0.26% of the 13F portfolio, value $1,362,322.

    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 12,561 shares
    Change vs previous 13F +648 shares

    0.28% of the 13F portfolio, value $1,337,073.

    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 11,913 shares
    Change vs previous 13F +850 shares

    0.3% of the 13F portfolio, value $1,252,306.

    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 11,063 shares
    Change vs previous 13F +428 shares

    0.28% of the 13F portfolio, value $1,165,494.

    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 10,635 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,125,575.

    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).