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Disclosery

Financial Partners Group, LLC: DUK position timeline

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

Financial Partners Group, LLC held 5,760 DUK 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 5,760 shares
    Change vs previous 13F -2,516 shares

    0.25% of the 13F portfolio, value $679,710.

    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 8,276 shares
    Change vs previous 13F -680 shares

    0.44% of the 13F portfolio, value $1,009,434.

    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 8,956 shares
    Change vs previous 13F +2,525 shares

    0.4% of the 13F portfolio, value $964,893.

    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 6,431 shares
    Change vs previous 13F -868 shares

    0.28% of the 13F portfolio, value $741,515.

    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 7,299 shares
    Change vs previous 13F +30 shares

    0.28% of the 13F portfolio, value $731,592.

    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 7,269 shares
    Change vs previous 13F +42 shares

    0.27% of the 13F portfolio, value $703,009.

    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 7,227 shares
    Change vs previous 13F +28 shares

    0.32% of the 13F portfolio, value $701,328.

    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 7,199 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $635,380.

    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).