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Focus Partners Wealth: ADP position timeline

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

Focus Partners Wealth held 203,953 ADP 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 203,953 shares
    Change vs previous 13F +8,810 shares

    0.04% of the 13F portfolio, value $45,684,072.

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

    • Focus Partners Wealth: 193,798 shares
    • Focus Partners Advisor Solutions, LLC: 10,155 shares

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

  2. period ended2026-03-31
    13F 195,143 shares
    Change vs previous 13F +19,439 shares

    0.04% of the 13F portfolio, value $39,669,971.

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

    • Focus Partners Wealth: 185,700 shares
    • Focus Partners Advisor Solutions, LLC: 9,443 shares

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

  3. period ended2025-12-31
    13F 175,704 shares
    Change vs previous 13F +45,018 shares

    0.05% of the 13F portfolio, value $45,286,472.

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

    • Focus Partners Wealth: 165,991 shares
    • Focus Partners Advisor Solutions, LLC: 9,713 shares

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

  4. period ended2025-09-30
    13F 130,686 shares
    Change vs previous 13F -1,558 shares

    0.05% of the 13F portfolio, value $38,079,255.

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

    • Focus Partners Wealth: 118,772 shares
    • Focus Partners Advisor Solutions, LLC: 11,914 shares

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

  5. period ended2025-06-30
    13F 132,244 shares
    Change vs previous 13F -3,214 shares

    0.08% of the 13F portfolio, value $40,787,810.

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

    • Focus Partners Wealth: 121,677 shares
    • Focus Partners Advisor Solutions, LLC: 10,567 shares

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

  6. period ended2025-03-31
    13F/A 135,458 shares
    Change vs previous 13F +3,027 shares

    0.09% of the 13F portfolio, value $41,362,466.

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

    • Focus Partners Wealth: 123,682 shares
    • Focus Partners Advisor Solutions, LLC: 11,776 shares

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

  7. period ended2024-12-31
    13F/A 132,431 shares
    Change vs previous 13F +31,116 shares

    0.09% of the 13F portfolio, value $38,768,858.

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

    • Focus Partners Wealth: 122,555 shares
    • Focus Partners Advisor Solutions, LLC: 9,876 shares

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

  8. period ended2024-09-30
    13F 101,315 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,729,067.

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

    • Focus Partners Wealth: 94,656 shares
    • Focus Partners Advisor Solutions, LLC: 6,659 shares

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