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Disclosery

Focus Financial Network, Inc.: UITB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on UITB, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 32,293 UITB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,293 shares
    Change vs previous 13F -246 shares

    0.05% of the 13F portfolio, value $1,512,536.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,539 shares
    Change vs previous 13F -650 shares

    0.05% of the 13F portfolio, value $1,529,892.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,189 shares
    Change vs previous 13F +5,956 shares

    0.05% of the 13F portfolio, value $1,571,642.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,233 shares
    Change vs previous 13F +1,491 shares

    0.05% of the 13F portfolio, value $1,294,127.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,742 shares
    Change vs previous 13F +471 shares

    0.05% of the 13F portfolio, value $1,211,697.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,271 shares
    Change vs previous 13F +140 shares

    0.05% of the 13F portfolio, value $1,186,222.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,131 shares
    Change vs previous 13F +2,680 shares

    0.05% of the 13F portfolio, value $1,155,040.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,451 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,076,076.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).