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Focus Partners Wealth: ATR position timeline

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

Focus Partners Wealth held 125,615 ATR 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 125,615 shares
    Change vs previous 13F +47,252 shares

    0.02% of the 13F portfolio, value $15,727,161.

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

    • Focus Partners Wealth: 125,615 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 78,363 shares
    Change vs previous 13F +12,529 shares

    0.01% of the 13F portfolio, value $9,871,291.

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

    • Focus Partners Wealth: 76,047 shares
    • Focus Partners Advisor Solutions, LLC: 2,316 shares

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

  3. period ended2025-12-31
    13F 65,834 shares
    Change vs previous 13F +756 shares

    0.01% of the 13F portfolio, value $8,029,076.

    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 65,078 shares
    Change vs previous 13F -1,163 shares

    0.01% of the 13F portfolio, value $8,671,602.

    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 66,241 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $10,362,143.

    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 65,871 shares
    Change vs previous 13F -859 shares

    0.02% of the 13F portfolio, value $9,773,991.

    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 66,730 shares
    Change vs previous 13F +13,287 shares

    0.03% of the 13F portfolio, value $10,483,401.

    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 53,443 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,561,109.

    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).