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FOCUS Wealth Advisors, LLC: FALN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOCUS Wealth Advisors, LLC on FALN, newest first. How the timeline and the estimate are built.

FOCUS Wealth Advisors, LLC held 75,197 FALN shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,197 shares
    Change vs previous 13F +3,218 shares

    0.95% of the 13F portfolio, value $2,048,375.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
    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 71,979 shares
    Change vs previous 13F -3,014 shares

    0.94% of the 13F portfolio, value $1,923,284.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, LLC
    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 74,993 shares
    Change vs previous 13F +732 shares

    0.95% of the 13F portfolio, value $2,047,301.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, LLC
    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 74,261 shares
    Change vs previous 13F +508 shares

    0.99% of the 13F portfolio, value $2,062,967.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, LLC
    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 73,753 shares
    Change vs previous 13F +646 shares

    1.04% of the 13F portfolio, value $2,001,664.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, LLC
    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 73,107 shares
    Change vs previous 13F +5,409 shares

    1.08% of the 13F portfolio, value $1,958,546.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, LLC
    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 67,698 shares
    Change vs previous 13F +534 shares

    0.96% of the 13F portfolio, value $1,808,226.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    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 67,164 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,836,264.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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