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Focus Partners Wealth: ADI position timeline

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

Focus Partners Wealth held 391,113 ADI 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 391,113 shares
    Change vs previous 13F -48,433 shares

    0.14% of the 13F portfolio, value $155,335,666.

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

    • Focus Partners Wealth: 388,663 shares
    • Focus Partners Advisor Solutions, LLC: 2,450 shares

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

  2. period ended2026-03-31
    13F 439,546 shares
    Change vs previous 13F -84,654 shares

    0.14% of the 13F portfolio, value $139,913,060.

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

    • Focus Partners Wealth: 435,406 shares
    • Focus Partners Advisor Solutions, LLC: 4,140 shares

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

  3. period ended2025-12-31
    13F 524,200 shares
    Change vs previous 13F +419,214 shares

    0.15% of the 13F portfolio, value $142,161,547.

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

    • Focus Partners Wealth: 521,021 shares
    • Focus Partners Advisor Solutions, LLC: 3,179 shares

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

  4. period ended2025-09-30
    13F 104,986 shares
    Change vs previous 13F +53,918 shares

    0.04% of the 13F portfolio, value $25,567,216.

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

    • Focus Partners Wealth: 99,979 shares
    • Focus Partners Advisor Solutions, LLC: 5,007 shares

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

  5. period ended2025-06-30
    13F 51,068 shares
    Change vs previous 13F +13,922 shares

    0.02% of the 13F portfolio, value $12,155,205.

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

    • Focus Partners Wealth: 47,820 shares
    • Focus Partners Advisor Solutions, LLC: 3,248 shares

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

  6. period ended2025-03-31
    13F/A 37,146 shares
    Change vs previous 13F +1,371 shares

    0.02% of the 13F portfolio, value $7,491,627.

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

    • Focus Partners Wealth: 34,370 shares
    • Focus Partners Advisor Solutions, LLC: 2,776 shares

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

  7. period ended2024-12-31
    13F/A 35,775 shares
    Change vs previous 13F +8,957 shares

    0.02% of the 13F portfolio, value $7,600,662.

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

    • Focus Partners Wealth: 34,477 shares
    • Focus Partners Advisor Solutions, LLC: 1,298 shares

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

  8. period ended2024-09-30
    13F 26,818 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,172,984.

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

    • Focus Partners Wealth: 24,724 shares
    • Focus Partners Advisor Solutions, LLC: 2,094 shares

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