FINANCIAL ADVISORY PARTNERS, LLC: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL ADVISORY PARTNERS, LLC on CB, newest first. How the timeline and the estimate are built.
FINANCIAL ADVISORY PARTNERS, LLC held 13,631 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 13,631 sharesChange vs previous 13F -59 shares
1.21% of the 13F portfolio, value $4,644,626.
13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,690 sharesChange vs previous 13F -108 shares
1.26% of the 13F portfolio, value $4,461,982.
13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,798 sharesChange vs previous 13F -88 shares
1.21% of the 13F portfolio, value $4,306,632.
13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,886 sharesChange vs previous 13F -76 shares
1.14% of the 13F portfolio, value $3,919,324.
13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,962 sharesChange vs previous 13F -315 shares
1.27% of the 13F portfolio, value $4,045,071.
13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,277 sharesChange vs previous 13F -45 shares
1.44% of the 13F portfolio, value $4,311,511.
13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,322 sharesChange vs previous 13F -92 shares
1.31% of the 13F portfolio, value $3,957,169.
13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,414 sharesChange vs previous 13F not available
1.38% of the 13F portfolio, value $4,156,853.
13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).