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Disclosery

Financial Partners Group, LLC: XLG position timeline

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

Financial Partners Group, LLC held 83,827 XLG 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 83,827 shares
    Change vs previous 13F +49,199 shares

    1.58% of the 13F portfolio, value $4,367,376.

    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 34,628 shares
    Change vs previous 13F -4,409 shares

    0.69% of the 13F portfolio, value $1,593,581.

    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 39,037 shares
    Change vs previous 13F -1,850 shares

    0.81% of the 13F portfolio, value $1,950,289.

    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 40,887 shares
    Change vs previous 13F +1,520 shares

    0.73% of the 13F portfolio, value $1,943,360.

    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 39,367 shares
    Change vs previous 13F +1,405 shares

    0.7% of the 13F portfolio, value $1,801,041.

    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 37,962 shares
    Change vs previous 13F +2,647 shares

    0.62% of the 13F portfolio, value $1,599,340.

    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 35,315 shares
    Change vs previous 13F +2,025 shares

    0.6% of the 13F portfolio, value $1,332,082.

    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 33,290 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,130,529.

    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).