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Financial Partners Group, Inc: FELG position timeline

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

Financial Partners Group, Inc held 19,009 FELG 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 19,009 shares
    Change vs previous 13F -1,213 shares

    0.08% of the 13F portfolio, value $831,662.

    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 20,222 shares
    Change vs previous 13F -589 shares

    0.09% of the 13F portfolio, value $758,137.

    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 20,811 shares
    Change vs previous 13F -12,323 shares

    0.1% of the 13F portfolio, value $852,853.

    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 33,134 shares
    Change vs previous 13F -24,978 shares

    0.17% of the 13F portfolio, value $1,362,450.

    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 58,112 shares
    Change vs previous 13F -4,603 shares

    0.3% of the 13F portfolio, value $2,151,890.

    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 62,715 shares
    Change vs previous 13F +4,286 shares

    0.3% of the 13F portfolio, value $1,975,535.

    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 58,429 shares
    Change vs previous 13F +3,878 shares

    0.3% of the 13F portfolio, value $2,066,052.

    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 54,551 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,809,997.

    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).