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Focus Partners Wealth: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on A, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 166,620 A shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,620 shares
    Change vs previous 13F +16,005 shares

    0.02% of the 13F portfolio, value $22,135,606.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 157,327 shares
    • Focus Partners Advisor Solutions, LLC: 9,293 shares

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

  2. period ended2026-03-31
    13F 150,615 shares
    Change vs previous 13F +14,422 shares

    0.02% of the 13F portfolio, value $17,194,307.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 138,238 shares
    • Focus Partners Advisor Solutions, LLC: 12,377 shares

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

  3. period ended2025-12-31
    13F 136,193 shares
    Change vs previous 13F +19,706 shares

    0.02% of the 13F portfolio, value $18,531,875.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 125,986 shares
    • Focus Partners Advisor Solutions, LLC: 10,207 shares

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

  4. period ended2025-09-30
    13F 116,487 shares
    Change vs previous 13F +185 shares

    0.02% of the 13F portfolio, value $15,064,790.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 107,035 shares
    • Focus Partners Advisor Solutions, LLC: 9,452 shares

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

  5. period ended2025-06-30
    13F 116,302 shares
    Change vs previous 13F +16,691 shares

    0.03% of the 13F portfolio, value $13,725,009.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 105,810 shares
    • Focus Partners Advisor Solutions, LLC: 10,492 shares

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

  6. period ended2025-03-31
    13F/A 99,611 shares
    Change vs previous 13F -4,426 shares

    0.03% of the 13F portfolio, value $11,652,420.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 97,617 shares
    • Focus Partners Advisor Solutions, LLC: 1,994 shares

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

  7. period ended2024-12-31
    13F/A 104,037 shares
    Change vs previous 13F +1,478 shares

    0.03% of the 13F portfolio, value $13,976,289.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 102,219 shares
    • Focus Partners Advisor Solutions, LLC: 1,818 shares

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

  8. period ended2024-09-30
    13F 102,559 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,227,923.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 100,781 shares
    • Focus Partners Advisor Solutions, LLC: 1,778 shares

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