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Focus Partners Wealth: AMT position timeline

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

Focus Partners Wealth held 398,035 AMT 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 398,035 shares
    Change vs previous 13F -2,214 shares

    0.06% of the 13F portfolio, value $65,111,948.

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

    • Focus Partners Wealth: 391,017 shares
    • Focus Partners Advisor Solutions, LLC: 7,018 shares

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

  2. period ended2026-03-31
    13F 400,249 shares
    Change vs previous 13F +25,692 shares

    0.08% of the 13F portfolio, value $69,033,299.

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

    • Focus Partners Wealth: 400,249 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 374,557 shares
    Change vs previous 13F +76,394 shares

    0.07% of the 13F portfolio, value $67,331,452.

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

    • Focus Partners Wealth: 370,721 shares
    • Focus Partners Advisor Solutions, LLC: 3,836 shares

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

  4. period ended2025-09-30
    13F 298,163 shares
    Change vs previous 13F +12,650 shares

    0.08% of the 13F portfolio, value $57,173,588.

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

    • Focus Partners Wealth: 288,025 shares
    • Focus Partners Advisor Solutions, LLC: 10,138 shares

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

  5. period ended2025-06-30
    13F 285,513 shares
    Change vs previous 13F +5,536 shares

    0.12% of the 13F portfolio, value $63,104,367.

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

    • Focus Partners Wealth: 280,782 shares
    • Focus Partners Advisor Solutions, LLC: 4,731 shares

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

  6. period ended2025-03-31
    13F/A 279,977 shares
    Change vs previous 13F -10,173 shares

    0.15% of the 13F portfolio, value $60,923,000.

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

    • Focus Partners Wealth: 279,977 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 290,150 shares
    Change vs previous 13F +27,032 shares

    0.12% of the 13F portfolio, value $53,216,815.

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

    • Focus Partners Wealth: 287,439 shares
    • Focus Partners Advisor Solutions, LLC: 2,711 shares

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

  8. period ended2024-09-30
    13F 263,118 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $61,190,991.

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

    • Focus Partners Wealth: 261,813 shares
    • Focus Partners Advisor Solutions, LLC: 1,305 shares

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