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Disclosery

Financial Partners Group, LLC: PANW position timeline

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

Financial Partners Group, LLC held 62,076 PANW 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 62,076 shares
    Change vs previous 13F +1,116 shares

    4.6% of the 13F portfolio, value $12,703,233.

    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 60,960 shares
    Change vs previous 13F -2,017 shares

    4.51% of the 13F portfolio, value $10,402,215.

    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 62,977 shares
    Change vs previous 13F +30,554 shares

    4.76% of the 13F portfolio, value $11,459,295.

    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 32,423 shares
    Change vs previous 13F -273 shares

    4.16% of the 13F portfolio, value $11,082,182.

    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 32,696 shares
    Change vs previous 13F +3,985 shares

    4.3% of the 13F portfolio, value $11,084,271.

    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 28,711 shares
    Change vs previous 13F -19,951 shares

    3.16% of the 13F portfolio, value $8,157,657.

    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 48,662 shares
    Change vs previous 13F 0 shares

    6.49% of the 13F portfolio, value $14,349,451.

    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 48,662 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $11,408,320.

    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).