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Disclosery

Focus Partners Wealth: AGI position timeline

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

Focus Partners Wealth held 377,024 AGI 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 377,024 shares
    Change vs previous 13F -97,227 shares

    0.01% of the 13F portfolio, value $11,438,915.

    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 474,251 shares
    Change vs previous 13F -23,954 shares

    0.02% of the 13F portfolio, value $21,071,011.

    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 498,205 shares
    Change vs previous 13F -2,446 shares

    0.02% of the 13F portfolio, value $19,220,743.

    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 500,651 shares
    Change vs previous 13F -1,431 shares

    0.03% of the 13F portfolio, value $17,452,697.

    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 502,082 shares
    Change vs previous 13F -5,266 shares

    0.03% of the 13F portfolio, value $13,335,300.

    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 507,348 shares
    Change vs previous 13F -5,939 shares

    0.03% of the 13F portfolio, value $13,566,495.

    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).

  7. period ended2024-12-31
    13F/A 513,287 shares
    Change vs previous 13F -4,569 shares

    0.02% of the 13F portfolio, value $9,465,026.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 517,856 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,326,049.

    13F-HR 0001542153-24-000013 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).