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Disclosery

Financial Partners Group, LLC: WMT position timeline

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

Financial Partners Group, LLC held 2,848 WMT 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 2,848 shares
    Change vs previous 13F -2,849 shares

    0.1% of the 13F portfolio, value $278,467.

    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 5,697 shares
    Change vs previous 13F -2,937 shares

    0.22% of the 13F portfolio, value $500,170.

    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 8,634 shares
    Change vs previous 13F -107 shares

    0.32% of the 13F portfolio, value $780,112.

    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 8,741 shares
    Change vs previous 13F -273 shares

    0.26% of the 13F portfolio, value $705,871.

    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 9,014 shares
    Change vs previous 13F -15,962 shares

    0.24% of the 13F portfolio, value $610,339.

    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 24,976 shares
    Change vs previous 13F +17,318 shares

    0.58% of the 13F portfolio, value $1,502,798.

    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 7,658 shares
    Change vs previous 13F +396 shares

    0.55% of the 13F portfolio, value $1,207,250.

    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 7,262 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,161,377.

    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).