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Focus Partners Wealth: ALL position timeline

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

Focus Partners Wealth held 44,496 ALL 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 44,496 shares
    Change vs previous 13F -21,233 shares

    0.01% of the 13F portfolio, value $10,588,401.

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

    • Focus Partners Wealth: 44,496 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 65,729 shares
    Change vs previous 13F -4,012 shares

    0.01% of the 13F portfolio, value $13,642,363.

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

    • Focus Partners Wealth: 64,708 shares
    • Focus Partners Advisor Solutions, LLC: 1,021 shares

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

  3. period ended2025-12-31
    13F 69,741 shares
    Change vs previous 13F +35,432 shares

    0.02% of the 13F portfolio, value $14,526,530.

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

    • Focus Partners Wealth: 65,804 shares
    • Focus Partners Advisor Solutions, LLC: 3,937 shares

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

  4. period ended2025-09-30
    13F 34,309 shares
    Change vs previous 13F -54,179 shares

    0.01% of the 13F portfolio, value $7,280,174.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,691 shares
    • Focus Partners Advisor Solutions, LLC: 6,618 shares

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

  5. period ended2025-06-30
    13F 88,488 shares
    Change vs previous 13F +4,136 shares

    0.03% of the 13F portfolio, value $17,812,972.

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

    • Focus Partners Wealth: 83,237 shares
    • Focus Partners Advisor Solutions, LLC: 5,251 shares

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

  6. period ended2025-03-31
    13F/A 84,352 shares
    Change vs previous 13F +22,024 shares

    0.04% of the 13F portfolio, value $17,468,229.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,266 shares
    • Focus Partners Advisor Solutions, LLC: 4,086 shares

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

  7. period ended2024-12-31
    13F/A 62,328 shares
    Change vs previous 13F -1,149,807 shares

    0.03% of the 13F portfolio, value $12,016,506.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 60,898 shares
    • Focus Partners Advisor Solutions, LLC: 1,430 shares

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

  8. period ended2024-09-30
    13F 1,212,135 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $225,910,471.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,209,236 shares
    • Focus Partners Advisor Solutions, LLC: 2,899 shares

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