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Disclosery

Financial Partners Group, LLC: MOAT position timeline

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

Financial Partners Group, LLC held 39,615 MOAT 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 39,615 shares
    Change vs previous 13F +2,551 shares

    1.34% of the 13F portfolio, value $3,715,483.

    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 37,064 shares
    Change vs previous 13F +4,996 shares

    1.42% of the 13F portfolio, value $3,261,625.

    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 32,068 shares
    Change vs previous 13F -155 shares

    1.23% of the 13F portfolio, value $2,973,498.

    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 32,223 shares
    Change vs previous 13F +440 shares

    1.17% of the 13F portfolio, value $3,123,997.

    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 31,783 shares
    Change vs previous 13F +1,654 shares

    1.07% of the 13F portfolio, value $2,752,705.

    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 30,129 shares
    Change vs previous 13F -4,384 shares

    1.05% of the 13F portfolio, value $2,708,576.

    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 34,513 shares
    Change vs previous 13F +566 shares

    1.32% of the 13F portfolio, value $2,929,098.

    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 33,947 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,574,558.

    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).