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Financial Partners Group, Inc: OEF position timeline

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

Financial Partners Group, Inc held 111,256 OEF 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 111,256 shares
    Change vs previous 13F -1,845 shares

    4.13% of the 13F portfolio, value $40,705,332.

    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 113,101 shares
    Change vs previous 13F -470 shares

    4.3% of the 13F portfolio, value $35,973,924.

    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 113,571 shares
    Change vs previous 13F -1,136 shares

    4.51% of the 13F portfolio, value $39,018,384.

    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 114,707 shares
    Change vs previous 13F -814 shares

    4.76% of the 13F portfolio, value $38,178,933.

    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 115,521 shares
    Change vs previous 13F -964 shares

    4.86% of the 13F portfolio, value $35,158,696.

    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 116,485 shares
    Change vs previous 13F -23,230 shares

    4.87% of the 13F portfolio, value $31,547,536.

    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 139,715 shares
    Change vs previous 13F -3,596 shares

    5.89% of the 13F portfolio, value $40,356,748.

    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 143,311 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $39,662,844.

    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).