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Financial Partners Group, LLC: IJR position timeline

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

Financial Partners Group, LLC held 7,548 IJR 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 7,548 shares
    Change vs previous 13F +128 shares

    0.3% of the 13F portfolio, value $824,927.

    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 7,420 shares
    Change vs previous 13F -553 shares

    0.34% of the 13F portfolio, value $775,876.

    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 7,973 shares
    Change vs previous 13F -383 shares

    0.38% of the 13F portfolio, value $918,594.

    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 8,356 shares
    Change vs previous 13F -2,026 shares

    0.37% of the 13F portfolio, value $977,268.

    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 10,382 shares
    Change vs previous 13F +137 shares

    0.43% of the 13F portfolio, value $1,107,383.

    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 10,245 shares
    Change vs previous 13F -2,980 shares

    0.44% of the 13F portfolio, value $1,132,288.

    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 13,225 shares
    Change vs previous 13F +117 shares

    0.65% of the 13F portfolio, value $1,431,659.

    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 13,108 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,236,450.

    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).