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Disclosery

Financial Partners Group, Inc: URI position timeline

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

Financial Partners Group, Inc held 480 URI 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 480 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $543,575.

    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 479 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $348,735.

    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 474 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $370,388.

    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 483 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $461,500.

    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 483 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $364,085.

    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 483 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $302,723.

    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 487 shares
    Change vs previous 13F -129 shares

    0.05% of the 13F portfolio, value $342,987.

    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 616 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $499,097.

    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).