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Disclosery

Financial Partners Group, LLC: XLE position timeline

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

Financial Partners Group, LLC held 4,808 XLE 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 4,808 shares
    Change vs previous 13F -10,180 shares

    0.15% of the 13F portfolio, value $407,784.

    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 14,988 shares
    Change vs previous 13F -6,686 shares

    0.61% of the 13F portfolio, value $1,400,613.

    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 21,674 shares
    Change vs previous 13F +11,341 shares

    0.77% of the 13F portfolio, value $1,856,582.

    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 10,333 shares
    Change vs previous 13F -5,725 shares

    0.34% of the 13F portfolio, value $907,243.

    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 16,058 shares
    Change vs previous 13F -365 shares

    0.57% of the 13F portfolio, value $1,463,687.

    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 16,423 shares
    Change vs previous 13F +223 shares

    0.6% of the 13F portfolio, value $1,550,522.

    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 16,200 shares
    Change vs previous 13F +75 shares

    0.61% of the 13F portfolio, value $1,358,244.

    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 16,125 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,457,551.

    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).