Financial Partners Group, Inc: AVUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Partners Group, Inc on AVUV, newest first. How the timeline and the estimate are built.
Financial Partners Group, Inc held 390,844 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 390,844 sharesChange vs previous 13F -806 shares
4.95% of the 13F portfolio, value $48,761,689.
13F-HR 0002085853-26-000820 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 391,650 sharesChange vs previous 13F +1,226 shares
5.18% of the 13F portfolio, value $43,265,630.
13F-HR 0002085853-26-000362 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 390,424 sharesChange vs previous 13F -3,616 shares
4.93% of the 13F portfolio, value $42,661,606.
13F-HR 0002085853-26-000184 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 394,040 sharesChange vs previous 13F +656 shares
4.88% of the 13F portfolio, value $39,218,807.
13F-HR 0002085853-25-000112 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 393,384 sharesChange vs previous 13F +10,723 shares
4.96% of the 13F portfolio, value $35,837,322.
13F-HR 0001667731-25-000799 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 382,661 sharesChange vs previous 13F +9,487 shares
5.15% of the 13F portfolio, value $33,356,558.
13F-HR 0001667731-25-000599 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 373,174 sharesChange vs previous 13F +8,867 shares
5.26% of the 13F portfolio, value $36,022,487.
13F-HR 0001667731-25-000128 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 364,307 sharesChange vs previous 13F not available
5.17% of the 13F portfolio, value $34,955,228.
13F-HR 0001731169-24-000006 filed by Financial Partners Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).