Skip to content
Disclosery

Focus Partners Wealth: ASO position timeline

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

Focus Partners Wealth held 101,899 ASO 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 101,899 shares
    Change vs previous 13F -7,982 shares

    <0.01% of the 13F portfolio, value $4,802,642.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 109,881 shares
    Change vs previous 13F +408 shares

    0.01% of the 13F portfolio, value $6,202,961.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 109,473 shares
    Change vs previous 13F +12,028 shares

    0.01% of the 13F portfolio, value $5,469,360.

    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 97,445 shares
    Change vs previous 13F -3,585 shares

    0.01% of the 13F portfolio, value $4,868,294.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 101,030 shares
    Change vs previous 13F +42,139 shares

    0.01% of the 13F portfolio, value $4,527,162.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 58,891 shares
    Change vs previous 13F +24,577 shares

    0.01% of the 13F portfolio, value $2,686,031.

    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 34,314 shares
    Change vs previous 13F -23,619 shares

    0.01% of the 13F portfolio, value $1,974,101.

    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 57,933 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,381,008.

    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).