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Disclosery

Financial Partners Group, Inc: IVV position timeline

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

Financial Partners Group, Inc held 127,920 IVV 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 127,920 shares
    Change vs previous 13F +4,783 shares

    9.73% of the 13F portfolio, value $95,798,118.

    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 123,137 shares
    Change vs previous 13F +2,139 shares

    9.62% of the 13F portfolio, value $80,434,472.

    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 120,998 shares
    Change vs previous 13F +2,217 shares

    9.72% of the 13F portfolio, value $84,097,453.

    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 118,781 shares
    Change vs previous 13F +3,462 shares

    9.9% of the 13F portfolio, value $79,500,172.

    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 115,319 shares
    Change vs previous 13F +2,873 shares

    9.9% of the 13F portfolio, value $71,601,526.

    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 112,446 shares
    Change vs previous 13F +1,110 shares

    9.75% of the 13F portfolio, value $63,183,512.

    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 111,336 shares
    Change vs previous 13F +601 shares

    9.56% of the 13F portfolio, value $65,541,495.

    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 110,735 shares
    Change vs previous 13F not available

    9.45% of the 13F portfolio, value $63,874,185.

    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).