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Focus Partners Wealth: AR position timeline

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

Focus Partners Wealth held 179,913 AR 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 179,913 shares
    Change vs previous 13F +25,835 shares

    0.01% of the 13F portfolio, value $6,322,167.

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

    • Focus Partners Wealth: 144,992 shares
    • Focus Partners Advisor Solutions, LLC: 34,921 shares

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

  2. period ended2026-03-31
    13F 154,078 shares
    Change vs previous 13F +15,021 shares

    0.01% of the 13F portfolio, value $6,539,387.

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

    • Focus Partners Wealth: 126,542 shares
    • Focus Partners Advisor Solutions, LLC: 27,536 shares

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

  3. period ended2025-12-31
    13F 139,057 shares
    Change vs previous 13F +11,925 shares

    <0.01% of the 13F portfolio, value $4,791,953.

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

    • Focus Partners Wealth: 113,346 shares
    • Focus Partners Advisor Solutions, LLC: 25,711 shares

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

  4. period ended2025-09-30
    13F 127,132 shares
    Change vs previous 13F +31,079 shares

    0.01% of the 13F portfolio, value $4,400,940.

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

    • Focus Partners Wealth: 103,851 shares
    • Focus Partners Advisor Solutions, LLC: 23,281 shares

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

  5. period ended2025-06-30
    13F 96,053 shares
    Change vs previous 13F +66,187 shares

    0.01% of the 13F portfolio, value $3,869,178.

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

    • Focus Partners Wealth: 86,599 shares
    • Focus Partners Advisor Solutions, LLC: 9,454 shares

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

  6. period ended2025-03-31
    13F/A 29,866 shares
    Change vs previous 13F +13,114 shares

    <0.01% of the 13F portfolio, value $1,207,739.

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

    • Focus Partners Wealth: 19,921 shares
    • Focus Partners Advisor Solutions, LLC: 9,945 shares

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

  7. period ended2024-12-31
    13F/A 16,752 shares
    Change vs previous 13F +1,291 shares

    <0.01% of the 13F portfolio, value $587,158.

    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).

  8. period ended2024-09-30
    13F 15,461 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $442,958.

    13F-HR 0001542153-24-000013 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).