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Disclosery

Focus Financial Network, Inc.: WM position timeline

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

Focus Financial Network, Inc. held 5,690 WM 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 5,690 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $1,268,180.

    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 5,678 shares
    Change vs previous 13F -581 shares

    0.05% of the 13F portfolio, value $1,304,807.

    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 6,259 shares
    Change vs previous 13F -1,544 shares

    0.05% of the 13F portfolio, value $1,375,159.

    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 7,803 shares
    Change vs previous 13F -131 shares

    0.06% of the 13F portfolio, value $1,723,055.

    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 7,934 shares
    Change vs previous 13F -384 shares

    0.07% of the 13F portfolio, value $1,815,411.

    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 8,318 shares
    Change vs previous 13F -149 shares

    0.08% of the 13F portfolio, value $1,925,687.

    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 8,467 shares
    Change vs previous 13F -1,393 shares

    0.07% of the 13F portfolio, value $1,708,559.

    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 9,860 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,046,874.

    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).