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Disclosery

Financial Partners Group, Inc: IUSV position timeline

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

Financial Partners Group, Inc held 159,702 IUSV 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 159,702 shares
    Change vs previous 13F -1,693 shares

    1.79% of the 13F portfolio, value $17,591,228.

    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 161,395 shares
    Change vs previous 13F +1,031 shares

    1.97% of the 13F portfolio, value $16,502,601.

    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 160,364 shares
    Change vs previous 13F +1 shares

    1.95% of the 13F portfolio, value $16,873,523.

    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 160,363 shares
    Change vs previous 13F +194 shares

    2% of the 13F portfolio, value $16,028,321.

    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 160,169 shares
    Change vs previous 13F +8,547 shares

    2.1% of the 13F portfolio, value $15,156,816.

    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 151,622 shares
    Change vs previous 13F +11,180 shares

    2.16% of the 13F portfolio, value $13,993,178.

    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 140,442 shares
    Change vs previous 13F +90,565 shares

    1.9% of the 13F portfolio, value $13,003,568.

    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 49,877 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,762,753.

    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).