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Disclosery

Financial Partners Group, Inc: IVW position timeline

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

Financial Partners Group, Inc held 7,664 IVW 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 7,664 shares
    Change vs previous 13F -136 shares

    0.11% of the 13F portfolio, value $1,054,089.

    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 7,800 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $882,233.

    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 7,799 shares
    Change vs previous 13F -108 shares

    0.11% of the 13F portfolio, value $966,175.

    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 7,907 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $954,549.

    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 7,906 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $870,408.

    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 7,904 shares
    Change vs previous 13F -199 shares

    0.11% of the 13F portfolio, value $733,742.

    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 8,103 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $822,662.

    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 8,101 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $775,640.

    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).