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Disclosery

Financial Partners Group, Inc: IWF position timeline

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

Financial Partners Group, Inc held 12,337 IWF 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 12,337 shares
    Change vs previous 13F +9,274 shares

    0.16% of the 13F portfolio, value $1,531,857.

    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 3,063 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $1,305,910.

    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 3,061 shares
    Change vs previous 13F -3 shares

    0.16% of the 13F portfolio, value $1,426,231.

    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 3,064 shares
    Change vs previous 13F -67 shares

    0.18% of the 13F portfolio, value $1,435,189.

    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 3,131 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $1,329,436.

    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 3,129 shares
    Change vs previous 13F +66 shares

    0.17% of the 13F portfolio, value $1,129,966.

    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 3,063 shares
    Change vs previous 13F +460 shares

    0.18% of the 13F portfolio, value $1,230,145.

    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 2,603 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $977,203.

    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).