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Focus Partners Wealth: AAAU position timeline

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

Focus Partners Wealth held 14,443 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,443 shares
    Change vs previous 13F -47,644 shares

    <0.01% of the 13F portfolio, value $571,511.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,160 shares
    • Focus Partners Advisor Solutions, LLC: 8,283 shares

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

  2. period ended2026-03-31
    13F 62,087 shares
    Change vs previous 13F +8,761 shares

    <0.01% of the 13F portfolio, value $2,867,800.

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

    • Focus Partners Wealth: 53,807 shares
    • Focus Partners Advisor Solutions, LLC: 8,280 shares

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

  3. period ended2025-12-31
    13F 53,326 shares
    Change vs previous 13F -20,476 shares

    <0.01% of the 13F portfolio, value $2,269,022.

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

    • Focus Partners Wealth: 53,326 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 73,802 shares
    Change vs previous 13F -4,071 shares

    <0.01% of the 13F portfolio, value $2,818,769.

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

    • Focus Partners Wealth: 64,207 shares
    • Focus Partners Advisor Solutions, LLC: 9,595 shares

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

  5. period ended2025-06-30
    13F 77,873 shares
    Change vs previous 13F +4,577 shares

    <0.01% of the 13F portfolio, value $2,544,890.

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

    • Focus Partners Wealth: 70,479 shares
    • Focus Partners Advisor Solutions, LLC: 7,394 shares

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

  6. period ended2025-03-31
    13F/A 73,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,263,381.

    13F-HR/A 0001085146-25-003391 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).