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Focus Partners Wealth: ALLE position timeline

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

Focus Partners Wealth held 4,485 ALLE 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 4,485 shares
    Change vs previous 13F -4,873 shares

    <0.01% of the 13F portfolio, value $630,148.

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

    • Focus Partners Wealth: 4,485 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 9,358 shares
    Change vs previous 13F -842 shares

    <0.01% of the 13F portfolio, value $1,407,218.

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

    • Focus Partners Wealth: 7,747 shares
    • Focus Partners Advisor Solutions, LLC: 1,611 shares

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

  3. period ended2025-12-31
    13F 10,200 shares
    Change vs previous 13F +2,475 shares

    <0.01% of the 13F portfolio, value $1,630,043.

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

    • Focus Partners Wealth: 7,377 shares
    • Focus Partners Advisor Solutions, LLC: 2,823 shares

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

  4. period ended2025-09-30
    13F 7,725 shares
    Change vs previous 13F -2,951 shares

    <0.01% of the 13F portfolio, value $1,315,209.

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

    • Focus Partners Wealth: 4,728 shares
    • Focus Partners Advisor Solutions, LLC: 2,997 shares

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

  5. period ended2025-06-30
    13F 10,676 shares
    Change vs previous 13F +1,090 shares

    <0.01% of the 13F portfolio, value $1,538,618.

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

    • Focus Partners Wealth: 7,330 shares
    • Focus Partners Advisor Solutions, LLC: 3,346 shares

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

  6. period ended2025-03-31
    13F/A 9,586 shares
    Change vs previous 13F +7,226 shares

    <0.01% of the 13F portfolio, value $1,250,529.

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

    • Focus Partners Wealth: 7,186 shares
    • Focus Partners Advisor Solutions, LLC: 2,400 shares

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

  7. period ended2024-12-31
    13F/A 2,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,407.

    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).