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Disclosery

Financial Partners Group, Inc: AVLV position timeline

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

Financial Partners Group, Inc held 73,687 AVLV 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 73,687 shares
    Change vs previous 13F +43,887 shares

    0.68% of the 13F portfolio, value $6,720,992.

    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 29,800 shares
    Change vs previous 13F +2,952 shares

    0.29% of the 13F portfolio, value $2,402,214.

    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 26,848 shares
    Change vs previous 13F +9,375 shares

    0.25% of the 13F portfolio, value $2,173,868.

    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 17,473 shares
    Change vs previous 13F -6,124 shares

    0.16% of the 13F portfolio, value $1,262,621.

    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 23,597 shares
    Change vs previous 13F +3,566 shares

    0.22% of the 13F portfolio, value $1,609,530.

    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).

  6. period ended2025-03-31
    13F 20,031 shares
    Change vs previous 13F +14,107 shares

    0.2% of the 13F portfolio, value $1,306,198.

    13F-HR 0001667731-25-000599 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).

  7. period ended2024-12-31
    13F 5,924 shares
    Change vs previous 13F +1,738 shares

    0.06% of the 13F portfolio, value $395,575.

    13F-HR 0001667731-25-000128 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).

  8. period ended2024-09-30
    13F 4,186 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $275,572.

    13F-HR 0001731169-24-000006 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).