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Focus Partners Wealth: AOR position timeline

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

Focus Partners Wealth held 354,240 AOR 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 354,240 shares
    Change vs previous 13F -7,159 shares

    0.02% of the 13F portfolio, value $24,619,695.

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

    • Focus Partners Wealth: 336,606 shares
    • Focus Partners Advisor Solutions, LLC: 17,634 shares

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

  2. period ended2026-03-31
    13F 361,399 shares
    Change vs previous 13F -2,883 shares

    0.02% of the 13F portfolio, value $23,256,143.

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

    • Focus Partners Wealth: 342,411 shares
    • Focus Partners Advisor Solutions, LLC: 18,988 shares

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

  3. period ended2025-12-31
    13F 364,282 shares
    Change vs previous 13F +282,105 shares

    0.02% of the 13F portfolio, value $23,682,131.

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

    • Focus Partners Wealth: 357,643 shares
    • Focus Partners Advisor Solutions, LLC: 6,639 shares

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

  4. period ended2025-09-30
    13F 82,177 shares
    Change vs previous 13F -16,608 shares

    0.01% of the 13F portfolio, value $5,300,896.

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

    • Focus Partners Wealth: 67,059 shares
    • Focus Partners Advisor Solutions, LLC: 15,118 shares

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

  5. period ended2025-06-30
    13F 98,785 shares
    Change vs previous 13F +1,209 shares

    0.01% of the 13F portfolio, value $6,082,188.

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

    • Focus Partners Wealth: 52,406 shares
    • Focus Partners Advisor Solutions, LLC: 46,379 shares

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

  6. period ended2025-03-31
    13F/A 97,576 shares
    Change vs previous 13F +4,087 shares

    0.01% of the 13F portfolio, value $5,617,514.

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

    • Focus Partners Wealth: 49,454 shares
    • Focus Partners Advisor Solutions, LLC: 48,122 shares

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

  7. period ended2024-12-31
    13F/A 93,489 shares
    Change vs previous 13F +45,356 shares

    0.01% of the 13F portfolio, value $5,358,863.

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

    • Focus Partners Wealth: 50,597 shares
    • Focus Partners Advisor Solutions, LLC: 42,892 shares

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

  8. period ended2024-09-30
    13F 48,133 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,851,495.

    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: 48,133 shares

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