Financial Partners Group, Inc: FPEI position timeline

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

Financial Partners Group, Inc held 26,759 FPEI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 26,759 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $516,173.
13F-HR 0002085853-26-000820 filed by Financial Partners Group, Inc
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 26,759 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $508,413.
13F-HR 0002085853-26-000362 filed by Financial Partners Group, Inc
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 26,759 shares
Change vs previous 13F -1,500 shares
0.06% of the 13F portfolio, value $520,187.
13F-HR 0002085853-26-000184 filed by Financial Partners Group, Inc
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 28,259 shares
Change vs previous 13F +21 shares
0.07% of the 13F portfolio, value $546,528.
13F-HR 0002085853-25-000112 filed by Financial Partners Group, Inc
Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 28,238 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $536,240.
13F-HR 0001667731-25-000799 filed by Financial Partners Group, Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).