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Disclosery

Financial Strategies Group, Inc.: VZ position timeline

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

Financial Strategies Group, Inc. held 153,188 VZ 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 153,188 shares
    Change vs previous 13F +12,581 shares

    1.07% of the 13F portfolio, value $6,706,589.

    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 140,607 shares
    Change vs previous 13F -12,307 shares

    1.11% of the 13F portfolio, value $6,622,601.

    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 152,914 shares
    Change vs previous 13F +9,326 shares

    1.12% of the 13F portfolio, value $6,162,445.

    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 143,588 shares
    Change vs previous 13F +14,842 shares

    1.08% of the 13F portfolio, value $5,667,406.

    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 128,746 shares
    Change vs previous 13F +5,467 shares

    1.12% of the 13F portfolio, value $5,358,410.

    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 123,279 shares
    Change vs previous 13F -70,521 shares

    1.3% of the 13F portfolio, value $5,483,468.

    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 193,800 shares
    Change vs previous 13F +15,385 shares

    1.75% of the 13F portfolio, value $7,327,581.

    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 178,415 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $7,705,758.

    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).