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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC on VGSH, newest first. How the timeline and the estimate are built.

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC held 37,404 VGSH shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 37,404 shares
    Change vs previous 13F +4,416 shares

    0.48% of the 13F portfolio, value $2,162,699.

    13F-HR 0001049650-23-000002 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 32,988 shares
    Change vs previous 13F -19,307 shares

    0.45% of the 13F portfolio, value $1,906,377.

    13F-HR 0001049650-23-000005 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 52,295 shares
    Change vs previous 13F +37,977 shares

    0.66% of the 13F portfolio, value $3,078,084.

    13F-HR 0001049650-23-000006 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 14,318 shares
    Change vs previous 13F -5,025 shares

    0.16% of the 13F portfolio, value $848,485.

    13F-HR 0001049650-23-000007 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-12-31
    13F 19,343 shares
    Change vs previous 13F -1,985 shares

    0.21% of the 13F portfolio, value $1,176,635.

    13F-HR 0001049650-23-000008 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-09-30
    13F 21,328 shares
    Change vs previous 13F -1,758 shares

    0.24% of the 13F portfolio, value $1,309,752.

    13F-HR 0001049650-23-000011 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-06-30
    13F 23,086 shares
    Change vs previous 13F -5,633 shares

    0.26% of the 13F portfolio, value $1,418,173.

    13F-HR 0001049650-23-000010 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-03-31
    13F 28,719 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,766,793.

    13F-HR 0001049650-23-000009 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).