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Focus Partners Wealth: ASX position timeline

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

Focus Partners Wealth held 73,524 ASX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,524 shares
    Change vs previous 13F +1,690 shares

    <0.01% of the 13F portfolio, value $3,317,424.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,152 shares
    • Focus Partners Advisor Solutions, LLC: 37,372 shares

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

  2. period ended2026-03-31
    13F 71,834 shares
    Change vs previous 13F +9,263 shares

    <0.01% of the 13F portfolio, value $1,645,837.

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

    • Focus Partners Wealth: 36,429 shares
    • Focus Partners Advisor Solutions, LLC: 35,405 shares

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

  3. period ended2025-12-31
    13F 62,571 shares
    Change vs previous 13F +20,688 shares

    <0.01% of the 13F portfolio, value $1,007,401.

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

    • Focus Partners Wealth: 35,873 shares
    • Focus Partners Advisor Solutions, LLC: 26,698 shares

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

  4. period ended2025-09-30
    13F 41,883 shares
    Change vs previous 13F +26,139 shares

    <0.01% of the 13F portfolio, value $498,893.

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

    • Focus Partners Wealth: 20,942 shares
    • Focus Partners Advisor Solutions, LLC: 20,941 shares

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

  5. period ended2025-06-30
    13F 15,744 shares
    Change vs previous 13F -13,964 shares

    <0.01% of the 13F portfolio, value $162,641.

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

    • Focus Partners Wealth: 15,744 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 29,708 shares
    Change vs previous 13F +12,306 shares

    <0.01% of the 13F portfolio, value $260,247.

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

    • Focus Partners Wealth: 14,965 shares
    • Focus Partners Advisor Solutions, LLC: 14,743 shares

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

  7. period ended2024-12-31
    13F/A 17,402 shares
    Change vs previous 13F -2,406 shares

    <0.01% of the 13F portfolio, value $175,242.

    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 19,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $193,330.

    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).