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Disclosery

Financial Partners Group, Inc: SYLD position timeline

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

Financial Partners Group, Inc held 5,165 SYLD 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 5,165 shares
    Change vs previous 13F -299 shares

    0.04% of the 13F portfolio, value $408,450.

    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 5,464 shares
    Change vs previous 13F -1,309 shares

    0.05% of the 13F portfolio, value $412,044.

    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 6,773 shares
    Change vs previous 13F -9,432 shares

    0.06% of the 13F portfolio, value $497,812.

    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 16,205 shares
    Change vs previous 13F -1,479 shares

    0.14% of the 13F portfolio, value $1,112,615.

    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 17,684 shares
    Change vs previous 13F -9,100 shares

    0.16% of the 13F portfolio, value $1,150,006.

    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 26,784 shares
    Change vs previous 13F -3,319 shares

    0.26% of the 13F portfolio, value $1,708,812.

    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 30,103 shares
    Change vs previous 13F -56,909 shares

    0.3% of the 13F portfolio, value $2,061,167.

    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 87,012 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $6,297,089.

    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).