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Disclosery

Financial Partners Group, Inc: XLV position timeline

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

Financial Partners Group, Inc held 6,208 XLV 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 6,208 shares
    Change vs previous 13F +899 shares

    0.1% of the 13F portfolio, value $984,921.

    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 5,309 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $778,382.

    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 5,298 shares
    Change vs previous 13F +155 shares

    0.09% of the 13F portfolio, value $819,836.

    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 5,143 shares
    Change vs previous 13F +345 shares

    0.09% of the 13F portfolio, value $715,743.

    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 4,798 shares
    Change vs previous 13F +703 shares

    0.09% of the 13F portfolio, value $646,671.

    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 4,095 shares
    Change vs previous 13F -46 shares

    0.09% of the 13F portfolio, value $597,955.

    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 4,141 shares
    Change vs previous 13F +24 shares

    0.08% of the 13F portfolio, value $569,734.

    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 4,117 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $634,049.

    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).