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Disclosery

Financial Partners Group, Inc: SPY position timeline

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

Financial Partners Group, Inc held 59,760 SPY 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 59,760 shares
    Change vs previous 13F -677 shares

    4.53% of the 13F portfolio, value $44,627,277.

    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 60,437 shares
    Change vs previous 13F -271 shares

    4.7% of the 13F portfolio, value $39,304,892.

    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 60,708 shares
    Change vs previous 13F +1,040 shares

    4.86% of the 13F portfolio, value $42,008,046.

    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 59,668 shares
    Change vs previous 13F +6,811 shares

    4.95% of the 13F portfolio, value $39,749,861.

    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 52,857 shares
    Change vs previous 13F +10,265 shares

    4.52% of the 13F portfolio, value $32,657,454.

    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 42,592 shares
    Change vs previous 13F +3,264 shares

    3.68% of the 13F portfolio, value $23,825,289.

    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 39,328 shares
    Change vs previous 13F +3,864 shares

    3.36% of the 13F portfolio, value $23,049,516.

    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 35,464 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $20,347,619.

    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).