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Disclosery

Focus Partners Wealth: AA position timeline

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

Focus Partners Wealth held 61,702 AA 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 61,702 shares
    Change vs previous 13F -14,141 shares

    <0.01% of the 13F portfolio, value $3,217,195.

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

    • Focus Partners Wealth: 38,628 shares
    • Focus Partners Advisor Solutions, LLC: 23,074 shares

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

  2. period ended2026-03-31
    13F 75,843 shares
    Change vs previous 13F +20,554 shares

    0.01% of the 13F portfolio, value $5,429,843.

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

    • Focus Partners Wealth: 50,238 shares
    • Focus Partners Advisor Solutions, LLC: 25,605 shares

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

  3. period ended2025-12-31
    13F 55,289 shares
    Change vs previous 13F +27,000 shares

    <0.01% of the 13F portfolio, value $2,938,048.

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

    • Focus Partners Wealth: 38,316 shares
    • Focus Partners Advisor Solutions, LLC: 16,973 shares

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

  4. period ended2025-09-30
    13F 28,289 shares
    Change vs previous 13F +21,068 shares

    <0.01% of the 13F portfolio, value $967,696.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,159 shares
    • Focus Partners Advisor Solutions, LLC: 16,130 shares

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

  5. period ended2025-06-30
    13F 7,221 shares
    Change vs previous 13F -7,649 shares

    <0.01% of the 13F portfolio, value $213,092.

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

    • Focus Partners Wealth: 7,221 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 14,870 shares
    Change vs previous 13F +3,582 shares

    0.01% of the 13F portfolio, value $453,555.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, 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/A 11,288 shares
    Change vs previous 13F +888 shares

    0.01% of the 13F portfolio, value $426,461.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 11,288 shares

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

  8. period ended2024-09-30
    13F 10,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,270.

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

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