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Financial Partners Group, LLC: OC position timeline

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

Financial Partners Group, LLC held 11,994 OC 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 11,994 shares
    Change vs previous 13F +2,259 shares

    0.6% of the 13F portfolio, value $1,649,431.

    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 9,735 shares
    Change vs previous 13F +1,482 shares

    0.6% of the 13F portfolio, value $1,390,369.

    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 8,253 shares
    Change vs previous 13F -453 shares

    0.58% of the 13F portfolio, value $1,405,712.

    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 8,706 shares
    Change vs previous 13F +2 shares

    0.58% of the 13F portfolio, value $1,536,847.

    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 8,704 shares
    Change vs previous 13F -3,284 shares

    0.59% of the 13F portfolio, value $1,512,121.

    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 11,988 shares
    Change vs previous 13F -25 shares

    0.77% of the 13F portfolio, value $1,999,658.

    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 12,013 shares
    Change vs previous 13F -192 shares

    0.81% of the 13F portfolio, value $1,780,740.

    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 12,205 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,664,913.

    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).