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Focus Partners Wealth: AIT position timeline

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

Focus Partners Wealth held 11,079 AIT 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 11,079 shares
    Change vs previous 13F +3,861 shares

    <0.01% of the 13F portfolio, value $3,746,365.

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

    • Focus Partners Wealth: 8,376 shares
    • Focus Partners Advisor Solutions, LLC: 2,703 shares

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

  2. period ended2026-03-31
    13F 7,218 shares
    Change vs previous 13F +5,691 shares

    <0.01% of the 13F portfolio, value $1,915,043.

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

    • Focus Partners Wealth: 5,078 shares
    • Focus Partners Advisor Solutions, LLC: 2,140 shares

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

  3. period ended2025-12-31
    13F 1,527 shares
    Change vs previous 13F -774 shares

    <0.01% of the 13F portfolio, value $392,088.

    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 2,301 shares
    Change vs previous 13F +962 shares

    <0.01% of the 13F portfolio, value $476,077.

    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 1,339 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $311,251.

    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 1,341 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $302,182.

    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 1,283 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,240.

    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).