Skip to content
Disclosery

Financial Strategies Group, Inc.: VTI position timeline

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

Financial Strategies Group, Inc. held 11,565 VTI 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 11,565 shares
    Change vs previous 13F -391 shares

    0.68% of the 13F portfolio, value $4,272,619.

    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 11,956 shares
    Change vs previous 13F -84 shares

    0.71% of the 13F portfolio, value $4,214,709.

    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 12,040 shares
    Change vs previous 13F -15 shares

    0.74% of the 13F portfolio, value $4,108,296.

    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 12,055 shares
    Change vs previous 13F -65 shares

    0.77% of the 13F portfolio, value $4,048,126.

    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 12,120 shares
    Change vs previous 13F -39 shares

    0.78% of the 13F portfolio, value $3,721,080.

    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 12,159 shares
    Change vs previous 13F +2,639 shares

    0.76% of the 13F portfolio, value $3,206,155.

    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 9,520 shares
    Change vs previous 13F -50 shares

    0.65% of the 13F portfolio, value $2,734,973.

    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 9,570 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,759,504.

    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).