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Financial Strategies Group, Inc.: VWO position timeline

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

Financial Strategies Group, Inc. held 34,688 VWO 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 34,688 shares
    Change vs previous 13F -38,120 shares

    0.33% of the 13F portfolio, value $2,041,751.

    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 72,808 shares
    Change vs previous 13F -2,366 shares

    0.72% of the 13F portfolio, value $4,276,021.

    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 75,174 shares
    Change vs previous 13F -1,645 shares

    0.76% of the 13F portfolio, value $4,178,929.

    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 76,819 shares
    Change vs previous 13F -2,290 shares

    0.81% of the 13F portfolio, value $4,231,985.

    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 79,109 shares
    Change vs previous 13F -370 shares

    0.82% of the 13F portfolio, value $3,923,004.

    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 79,479 shares
    Change vs previous 13F +1,102 shares

    0.82% of the 13F portfolio, value $3,458,148.

    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 78,377 shares
    Change vs previous 13F +1,715 shares

    0.8% of the 13F portfolio, value $3,355,311.

    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 76,662 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,673,631.

    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).