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Focus Partners Wealth: ALGN position timeline

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

Focus Partners Wealth held 16,674 ALGN 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 16,674 shares
    Change vs previous 13F -1,858 shares

    <0.01% of the 13F portfolio, value $2,812,874.

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

    • Focus Partners Wealth: 13,490 shares
    • Focus Partners Advisor Solutions, LLC: 3,184 shares

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

  2. period ended2026-03-31
    13F 18,532 shares
    Change vs previous 13F -395 shares

    <0.01% of the 13F portfolio, value $3,176,852.

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

    • Focus Partners Wealth: 13,315 shares
    • Focus Partners Advisor Solutions, LLC: 5,217 shares

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

  3. period ended2025-12-31
    13F 18,927 shares
    Change vs previous 13F +7,142 shares

    <0.01% of the 13F portfolio, value $2,946,952.

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

    • Focus Partners Wealth: 12,214 shares
    • Focus Partners Advisor Solutions, LLC: 6,713 shares

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

  4. period ended2025-09-30
    13F 11,785 shares
    Change vs previous 13F +5,028 shares

    <0.01% of the 13F portfolio, value $1,550,842.

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

    • Focus Partners Wealth: 4,921 shares
    • Focus Partners Advisor Solutions, LLC: 6,864 shares

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

  5. period ended2025-06-30
    13F 6,757 shares
    Change vs previous 13F +3,695 shares

    <0.01% of the 13F portfolio, value $1,279,232.

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

    • Focus Partners Wealth: 4,274 shares
    • Focus Partners Advisor Solutions, LLC: 2,483 shares

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

  6. period ended2025-03-31
    13F/A 3,062 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $486,429.

    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 2,911 shares
    Change vs previous 13F +463 shares

    <0.01% of the 13F portfolio, value $606,972.

    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 2,448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $622,576.

    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).