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Financial Partners Group, LLC: IBM position timeline

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

Financial Partners Group, LLC held 4,511 IBM 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 4,511 shares
    Change vs previous 13F -478 shares

    0.48% of the 13F portfolio, value $1,329,814.

    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 4,989 shares
    Change vs previous 13F -646 shares

    0.54% of the 13F portfolio, value $1,240,512.

    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 5,635 shares
    Change vs previous 13F -251 shares

    0.51% of the 13F portfolio, value $1,238,707.

    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 5,886 shares
    Change vs previous 13F -208 shares

    0.49% of the 13F portfolio, value $1,301,245.

    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 6,094 shares
    Change vs previous 13F -3,230 shares

    0.41% of the 13F portfolio, value $1,053,909.

    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 9,324 shares
    Change vs previous 13F +2,982 shares

    0.69% of the 13F portfolio, value $1,780,483.

    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 6,342 shares
    Change vs previous 13F -334 shares

    0.47% of the 13F portfolio, value $1,037,172.

    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 6,676 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $936,661.

    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).