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Disclosery

Focus Partners Wealth: ARE position timeline

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

Focus Partners Wealth held 111,786 ARE 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 111,786 shares
    Change vs previous 13F -83,611 shares

    0.01% of the 13F portfolio, value $5,908,886.

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

    • Focus Partners Wealth: 89,114 shares
    • Focus Partners Advisor Solutions, LLC: 22,672 shares

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

  2. period ended2026-03-31
    13F 195,397 shares
    Change vs previous 13F +26,215 shares

    0.01% of the 13F portfolio, value $9,072,260.

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

    • Focus Partners Wealth: 189,144 shares
    • Focus Partners Advisor Solutions, LLC: 6,253 shares

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

  3. period ended2025-12-31
    13F 169,182 shares
    Change vs previous 13F +140,149 shares

    0.01% of the 13F portfolio, value $8,279,929.

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

    • Focus Partners Wealth: 169,182 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 29,033 shares
    Change vs previous 13F +5,596 shares

    <0.01% of the 13F portfolio, value $2,277,303.

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

    • Focus Partners Wealth: 19,731 shares
    • Focus Partners Advisor Solutions, LLC: 9,302 shares

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

  5. period ended2025-06-30
    13F 23,437 shares
    Change vs previous 13F +16,846 shares

    <0.01% of the 13F portfolio, value $1,702,499.

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

    • Focus Partners Wealth: 13,209 shares
    • Focus Partners Advisor Solutions, LLC: 10,228 shares

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

  6. period ended2025-03-31
    13F/A 6,591 shares
    Change vs previous 13F +4,163 shares

    <0.01% of the 13F portfolio, value $609,914.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 2,428 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,851.

    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).