Skip to content
Disclosery

Financial Partners Group, LLC: UPS position timeline

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

Financial Partners Group, LLC held 90,247 UPS 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 90,247 shares
    Change vs previous 13F -750 shares

    3.3% of the 13F portfolio, value $9,109,554.

    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 90,997 shares
    Change vs previous 13F +56,569 shares

    4.34% of the 13F portfolio, value $10,008,777.

    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 34,428 shares
    Change vs previous 13F +5,297 shares

    1.8% of the 13F portfolio, value $4,341,353.

    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 29,131 shares
    Change vs previous 13F +2,812 shares

    1.49% of the 13F portfolio, value $3,971,747.

    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 26,319 shares
    Change vs previous 13F +5,069 shares

    1.4% of the 13F portfolio, value $3,601,716.

    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 21,250 shares
    Change vs previous 13F +8,069 shares

    1.22% of the 13F portfolio, value $3,158,355.

    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 13,181 shares
    Change vs previous 13F +878 shares

    0.94% of the 13F portfolio, value $2,072,405.

    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 12,303 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,917,635.

    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).