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Disclosery

Financial Partners Group, Inc: SDY position timeline

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

Financial Partners Group, Inc held 1,818 SDY 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 1,818 shares
    Change vs previous 13F -935 shares

    0.03% of the 13F portfolio, value $276,629.

    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 2,753 shares
    Change vs previous 13F +394 shares

    0.05% of the 13F portfolio, value $401,748.

    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 2,359 shares
    Change vs previous 13F -89 shares

    0.04% of the 13F portfolio, value $350,842.

    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 2,448 shares
    Change vs previous 13F -106 shares

    0.04% of the 13F portfolio, value $342,879.

    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 2,554 shares
    Change vs previous 13F -2,440 shares

    0.05% of the 13F portfolio, value $346,691.

    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 4,994 shares
    Change vs previous 13F -1,354 shares

    0.1% of the 13F portfolio, value $677,552.

    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 6,348 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $838,543.

    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 6,399 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $908,981.

    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).