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Disclosery

Financial Partners Group, Inc: SOXX position timeline

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

Financial Partners Group, Inc held 45,977 SOXX 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 45,977 shares
    Change vs previous 13F -2,486 shares

    2.99% of the 13F portfolio, value $29,460,529.

    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 48,463 shares
    Change vs previous 13F -8 shares

    1.91% of the 13F portfolio, value $15,927,904.

    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 48,471 shares
    Change vs previous 13F -989 shares

    1.94% of the 13F portfolio, value $16,785,432.

    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 49,460 shares
    Change vs previous 13F -26 shares

    1.67% of the 13F portfolio, value $13,409,668.

    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 49,486 shares
    Change vs previous 13F +5,985 shares

    1.63% of the 13F portfolio, value $11,812,368.

    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 43,501 shares
    Change vs previous 13F +2,370 shares

    1.26% of the 13F portfolio, value $8,185,513.

    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 41,131 shares
    Change vs previous 13F -1,851 shares

    1.29% of the 13F portfolio, value $8,863,229.

    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 42,982 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $9,911,117.

    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).