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Disclosery

Financial Partners Group, Inc: CRM position timeline

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

Financial Partners Group, Inc held 0 CRM 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 0 shares
    Change vs previous 13F -1,226 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,226 shares
    Change vs previous 13F +1,226 shares

    0.03% of the 13F portfolio, value $228,855.

    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 0 shares
    Change vs previous 13F -1,018 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,018 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $241,311.

    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 1,103 shares
    Change vs previous 13F -23 shares

    0.04% of the 13F portfolio, value $300,723.

    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 1,126 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $302,176.

    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 1,102 shares
    Change vs previous 13F -316 shares

    0.05% of the 13F portfolio, value $368,299.

    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 1,418 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $388,027.

    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).