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Financial Partners Group, Inc: AGG position timeline

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

Financial Partners Group, Inc held 164,064 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,064 shares
    Change vs previous 13F -4,067 shares

    1.65% of the 13F portfolio, value $16,239,068.

    13F-HR 0002085853-26-000820 filed by Financial Partners 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 168,131 shares
    Change vs previous 13F -632 shares

    2% of the 13F portfolio, value $16,690,360.

    13F-HR 0002085853-26-000362 filed by Financial Partners 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 168,763 shares
    Change vs previous 13F -1,662 shares

    1.95% of the 13F portfolio, value $16,898,195.

    13F-HR 0002085853-26-000184 filed by Financial Partners 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 170,425 shares
    Change vs previous 13F +5,468 shares

    2.13% of the 13F portfolio, value $17,085,067.

    13F-HR 0002085853-25-000112 filed by Financial Partners 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 164,957 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $16,363,735.

    13F-HR 0001667731-25-000799 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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