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Disclosery

Financial Partners Group, Inc: IWP position timeline

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

Financial Partners Group, Inc held 22,513 IWP 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 22,513 shares
    Change vs previous 13F -445 shares

    0.33% of the 13F portfolio, value $3,296,143.

    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 22,958 shares
    Change vs previous 13F -93,301 shares

    0.35% of the 13F portfolio, value $2,941,440.

    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 116,259 shares
    Change vs previous 13F -19,302 shares

    1.82% of the 13F portfolio, value $15,770,573.

    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 135,561 shares
    Change vs previous 13F +147 shares

    2.4% of the 13F portfolio, value $19,305,206.

    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 135,414 shares
    Change vs previous 13F +7,802 shares

    2.6% of the 13F portfolio, value $18,779,184.

    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 127,612 shares
    Change vs previous 13F +106,985 shares

    2.31% of the 13F portfolio, value $14,993,100.

    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 20,627 shares
    Change vs previous 13F +189 shares

    0.38% of the 13F portfolio, value $2,614,521.

    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 20,438 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,397,222.

    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).