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Financial Partners Group, LLC: MSFT position timeline

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

Financial Partners Group, LLC held 28,765 MSFT 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 28,765 shares
    Change vs previous 13F +57 shares

    5.18% of the 13F portfolio, value $14,307,772.

    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 28,708 shares
    Change vs previous 13F -1,180 shares

    4.68% of the 13F portfolio, value $10,776,565.

    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 29,888 shares
    Change vs previous 13F -542 shares

    5.23% of the 13F portfolio, value $12,597,949.

    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 30,430 shares
    Change vs previous 13F -7 shares

    4.91% of the 13F portfolio, value $13,094,043.

    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 30,437 shares
    Change vs previous 13F -206 shares

    5.28% of the 13F portfolio, value $13,603,878.

    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 30,643 shares
    Change vs previous 13F -94 shares

    4.99% of the 13F portfolio, value $12,891,967.

    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 30,737 shares
    Change vs previous 13F -2 shares

    5.23% of the 13F portfolio, value $11,558,507.

    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 30,739 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $9,705,741.

    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).