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Financial Strategies Group, Inc.: VTEB position timeline

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

Financial Strategies Group, Inc. held 60,045 VTEB 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 60,045 shares
    Change vs previous 13F +7,963 shares

    0.48% of the 13F portfolio, value $2,999,253.

    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 52,082 shares
    Change vs previous 13F +4,582 shares

    0.44% of the 13F portfolio, value $2,628,581.

    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 47,500 shares
    Change vs previous 13F +2,010 shares

    0.43% of the 13F portfolio, value $2,396,865.

    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 45,490 shares
    Change vs previous 13F +1,564 shares

    0.44% of the 13F portfolio, value $2,288,584.

    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 43,926 shares
    Change vs previous 13F -4,584 shares

    0.45% of the 13F portfolio, value $2,144,455.

    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 48,510 shares
    Change vs previous 13F +3,166 shares

    0.56% of the 13F portfolio, value $2,357,591.

    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 45,344 shares
    Change vs previous 13F +1,882 shares

    0.54% of the 13F portfolio, value $2,254,029.

    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 43,462 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,200,069.

    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).