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Disclosery

Financial Partners Group, LLC: BRK-B position timeline

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

Financial Partners Group, LLC held 27,399 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 27,399 shares
    Change vs previous 13F -504 shares

    4.82% of the 13F portfolio, value $13,309,613.

    13F-HR 0001221073-25-000060 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 27,903 shares
    Change vs previous 13F -1,486 shares

    6.45% of the 13F portfolio, value $14,860,580.

    13F-HR 0001221073-25-000039 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 29,389 shares
    Change vs previous 13F -5,899 shares

    5.53% of the 13F portfolio, value $13,321,446.

    13F-HR 0001221073-25-000005 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 35,288 shares
    Change vs previous 13F +11,941 shares

    6.09% of the 13F portfolio, value $16,241,655.

    13F-HR 0001221073-24-000087 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 23,347 shares
    Change vs previous 13F -749 shares

    3.69% of the 13F portfolio, value $9,497,560.

    13F-HR 0001221073-24-000052 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 24,096 shares
    Change vs previous 13F -506 shares

    3.92% of the 13F portfolio, value $10,132,850.

    13F-HR 0001221073-24-000025 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 24,602 shares
    Change vs previous 13F +40 shares

    3.97% of the 13F portfolio, value $8,774,550.

    13F-HR 0001221073-24-000019 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 24,562 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $8,604,069.

    13F-HR 0001221073-23-000084 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).