Current Market Value 449,205,468
Current Holdings 116
Most Recent File Date 2023-02-13
Total Filings on Record 35
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Partners Capital Management Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-02-13 2022-12-31 13F-HR 116 449,205
2023-02-27 2022-09-30 13F-HR 119 422,752
2023-02-27 2022-06-30 13F-HR 124 465,045
2023-02-27 2022-03-31 13F-HR 125 538,794
2023-02-27 2021-12-31 13F-HR 126 564,095
2023-02-27 2021-09-30 13F-HR 119 547,478
2023-02-27 2021-06-30 13F-HR 112 544,679
2023-02-27 2021-03-31 13F-HR 109 494,312
2023-02-28 2020-12-31 13F-HR 102 438,157
2023-02-28 2020-09-30 13F-HR 103 376,341
2020-08-12 2020-06-30 13F-HR 94 347,194
2023-02-28 2020-03-31 13F-HR 88 313,260
2019-02-19 2018-12-31 13F-HR 79 303,415
2019-02-19 2018-09-30 13F-HR 81 352,176
2019-02-19 2018-06-30 13F-HR 79 328,976
2018-05-18 2018-03-31 13F-HR 75 331,754
2018-02-14 2017-12-31 13F-HR 120 541,719
2017-11-09 2017-09-30 13F-HR 118 523,098
2017-08-15 2017-06-30 13F-HR 115 478,882
2017-08-15 2017-03-31 13F-HR 110 455,856
2017-02-16 2016-12-31 13F-HR 109 415,915
2016-11-15 2016-09-30 13F-HR 101 393,951
2016-08-02 2016-06-30 13F-HR 99 373,827
2016-05-02 2016-03-31 13F-HR 104 403,270
2016-02-02 2015-12-31 13F-HR 120 420,031
2015-11-16 2015-09-30 13F-HR 115 398,161
2015-08-05 2015-06-30 13F-HR 119 407,991
2015-05-15 2015-03-31 13F-HR 111 398,468
2015-02-10 2014-12-31 13F-HR 113 368,263
2014-11-17 2014-09-30 13F-HR 107 347,329
2014-08-07 2014-06-30 13F-HR 110 327,741
2014-05-16 2014-03-31 13F-HR 109 308,576
2014-02-14 2013-12-31 13F-HR 109 303,039
2013-11-15 2013-09-30 13F-HR 96 251,192
2013-08-13 2013-06-30 13F-HR 94 222,714