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Focus Partners Wealth: ACLC position timeline

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

Focus Partners Wealth held 11,610 ACLC 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 11,610 shares
    Change vs previous 13F -281,673 shares

    <0.01% of the 13F portfolio, value $976,479.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 293,283 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $21,620,823.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 293,283 shares
    Change vs previous 13F -7,325 shares

    0.03% of the 13F portfolio, value $22,978,703.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 300,608 shares
    Change vs previous 13F +7,657 shares

    0.04% of the 13F portfolio, value $23,213,637.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 292,951 shares
    Change vs previous 13F +18,007 shares

    0.05% of the 13F portfolio, value $21,187,977.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 274,944 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,000,609.

    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).