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CIK 0001731169 • 7 13F filings • May 6, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("financial-partners-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000112 |
| $802.9M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000820 | $985.1M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000799 | $723.1M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000362 | $835.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000599 | $647.8M | View |