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Disclosery

Focus Partners Wealth: AI position timeline

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

Focus Partners Wealth held 29,538 AI 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 29,538 shares
    Change vs previous 13F -12,546 shares

    <0.01% of the 13F portfolio, value $268,511.

    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 42,084 shares
    Change vs previous 13F +5,525 shares

    <0.01% of the 13F portfolio, value $354,357.

    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 36,559 shares
    Change vs previous 13F +4,043 shares

    <0.01% of the 13F portfolio, value $608,629.

    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 32,516 shares
    Change vs previous 13F -28,237 shares

    <0.01% of the 13F portfolio, value $563,890.

    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 60,753 shares
    Change vs previous 13F +1,749 shares

    <0.01% of the 13F portfolio, value $1,492,711.

    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 59,004 shares
    Change vs previous 13F +1,453 shares

    <0.01% of the 13F portfolio, value $1,242,065.

    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 57,551 shares
    Change vs previous 13F +7,243 shares

    0.01% of the 13F portfolio, value $1,981,511.

    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 50,308 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,218,973.

    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).