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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

  1. period ended2026-06-30
    13F 390,844 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 391,650 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 390,424 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 394,040 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 393,384 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 382,661 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 373,174 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 364,307 shares
    Change 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), ingested

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