Skip to content
Disclosery

Focus Partners Wealth: ALDX position timeline

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

Focus Partners Wealth held 13,863 ALDX 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 13,863 shares
    Change vs previous 13F -25,261 shares

    <0.01% of the 13F portfolio, value $29,529.

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

    • Focus Partners Wealth: 13,863 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 39,124 shares
    Change vs previous 13F +28,589 shares

    <0.01% of the 13F portfolio, value $66,120.

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

    • Focus Partners Wealth: 22,098 shares
    • Focus Partners Advisor Solutions, LLC: 17,026 shares

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

  3. period ended2025-12-31
    13F 10,535 shares
    Change vs previous 13F -4,074 shares

    <0.01% of the 13F portfolio, value $54,571.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    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 14,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $75,163.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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