Skip to content
Disclosery

Focused Wealth Management, Inc: C position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on C, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 50,339 C shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,339 shares
    Change vs previous 13F +451 shares

    0.62% of the 13F portfolio, value $7,045,470.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 49,888 shares
    Change vs previous 13F -69 shares

    0.59% of the 13F portfolio, value $5,657,795.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 49,957 shares
    Change vs previous 13F +144 shares

    0.62% of the 13F portfolio, value $5,829,479.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 49,813 shares
    Change vs previous 13F -682 shares

    0.55% of the 13F portfolio, value $5,056,036.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 50,495 shares
    Change vs previous 13F +4,555 shares

    0.52% of the 13F portfolio, value $4,298,165.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 45,940 shares
    Change vs previous 13F +1,160 shares

    0.44% of the 13F portfolio, value $3,261,299.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 44,780 shares
    Change vs previous 13F +1,731 shares

    0.43% of the 13F portfolio, value $3,152,040.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 43,049 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,694,863.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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