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Disclosery

Financial Partners Group, Inc: MOAT position timeline

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

Financial Partners Group, Inc held 32,106 MOAT 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 32,106 shares
    Change vs previous 13F -6,836 shares

    0.34% of the 13F portfolio, value $3,337,695.

    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 38,942 shares
    Change vs previous 13F -2,173 shares

    0.45% of the 13F portfolio, value $3,765,684.

    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 41,115 shares
    Change vs previous 13F -8,067 shares

    0.5% of the 13F portfolio, value $4,306,808.

    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 49,182 shares
    Change vs previous 13F -2,126 shares

    0.61% of the 13F portfolio, value $4,874,402.

    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 51,308 shares
    Change vs previous 13F -1,081 shares

    0.67% of the 13F portfolio, value $4,812,156.

    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 52,389 shares
    Change vs previous 13F -1,346 shares

    0.71% of the 13F portfolio, value $4,610,260.

    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 53,735 shares
    Change vs previous 13F -1,705 shares

    0.73% of the 13F portfolio, value $4,982,587.

    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 55,440 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $5,374,940.

    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).