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Focus Partners Wealth: AOM position timeline

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

Focus Partners Wealth held 82,285 AOM 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 82,285 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $4,105,243.

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

    • Focus Partners Wealth: 76,819 shares
    • Focus Partners Advisor Solutions, LLC: 5,466 shares

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

  2. period ended2026-03-31
    13F 82,673 shares
    Change vs previous 13F +4,934 shares

    <0.01% of the 13F portfolio, value $3,916,300.

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

    • Focus Partners Wealth: 77,022 shares
    • Focus Partners Advisor Solutions, LLC: 5,651 shares

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

  3. period ended2025-12-31
    13F 77,739 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $3,710,502.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 78,183 shares
    Change vs previous 13F -10,188 shares

    0.01% of the 13F portfolio, value $3,719,965.

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

    • Focus Partners Wealth: 78,183 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 88,371 shares
    Change vs previous 13F +909 shares

    0.01% of the 13F portfolio, value $4,068,626.

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

    • Focus Partners Wealth: 81,764 shares
    • Focus Partners Advisor Solutions, LLC: 6,607 shares

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

  6. period ended2025-03-31
    13F/A 87,462 shares
    Change vs previous 13F +49,332 shares

    0.01% of the 13F portfolio, value $3,837,902.

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

    • Focus Partners Wealth: 80,865 shares
    • Focus Partners Advisor Solutions, LLC: 6,597 shares

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

  7. period ended2024-12-31
    13F/A 38,130 shares
    Change vs previous 13F +31,039 shares

    <0.01% of the 13F portfolio, value $1,656,424.

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

    • Focus Partners Wealth: 33,321 shares
    • Focus Partners Advisor Solutions, LLC: 4,809 shares

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

  8. period ended2024-09-30
    13F 7,091 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $319,903.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 7,091 shares

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