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Focus Partners Wealth: ACWI position timeline

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

Focus Partners Wealth held 344,925 ACWI 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 344,925 shares
    Change vs previous 13F +41,746 shares

    0.05% of the 13F portfolio, value $54,142,992.

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

    • Focus Partners Wealth: 335,317 shares
    • Focus Partners Advisor Solutions, LLC: 9,608 shares

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

  2. period ended2026-03-31
    13F 303,179 shares
    Change vs previous 13F +4,372 shares

    0.04% of the 13F portfolio, value $41,951,173.

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

    • Focus Partners Wealth: 293,370 shares
    • Focus Partners Advisor Solutions, LLC: 9,809 shares

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

  3. period ended2025-12-31
    13F 298,807 shares
    Change vs previous 13F +111,194 shares

    0.04% of the 13F portfolio, value $42,278,335.

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

    • Focus Partners Wealth: 289,345 shares
    • Focus Partners Advisor Solutions, LLC: 9,462 shares

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

  4. period ended2025-09-30
    13F 187,613 shares
    Change vs previous 13F -19,968 shares

    0.04% of the 13F portfolio, value $25,972,158.

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

    • Focus Partners Wealth: 175,156 shares
    • Focus Partners Advisor Solutions, LLC: 12,457 shares

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

  5. period ended2025-06-30
    13F 207,581 shares
    Change vs previous 13F -8,384 shares

    0.05% of the 13F portfolio, value $26,695,157.

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

    • Focus Partners Wealth: 203,236 shares
    • Focus Partners Advisor Solutions, LLC: 4,345 shares

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

  6. period ended2025-03-31
    13F/A 215,965 shares
    Change vs previous 13F +8,068 shares

    0.05% of the 13F portfolio, value $25,136,345.

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

    • Focus Partners Wealth: 212,826 shares
    • Focus Partners Advisor Solutions, LLC: 3,139 shares

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

  7. period ended2024-12-31
    13F/A 207,897 shares
    Change vs previous 13F +9,269 shares

    0.06% of the 13F portfolio, value $24,427,976.

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

    • Focus Partners Wealth: 203,932 shares
    • Focus Partners Advisor Solutions, LLC: 3,965 shares

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

  8. period ended2024-09-30
    13F 198,628 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,746,029.

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

    • Focus Partners Wealth: 194,364 shares
    • Focus Partners Advisor Solutions, LLC: 4,264 shares

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