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Focus Partners Wealth: AUB position timeline

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

Focus Partners Wealth held 31,056 AUB 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 31,056 shares
    Change vs previous 13F -13,825 shares

    <0.01% of the 13F portfolio, value $1,313,991.

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

    • Focus Partners Wealth: 31,056 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 44,881 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $1,603,856.

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

    • Focus Partners Wealth: 37,731 shares
    • Focus Partners Advisor Solutions, LLC: 7,150 shares

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

  3. period ended2025-12-31
    13F 44,933 shares
    Change vs previous 13F +8,491 shares

    <0.01% of the 13F portfolio, value $1,586,147.

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

    • Focus Partners Wealth: 37,786 shares
    • Focus Partners Advisor Solutions, LLC: 7,147 shares

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

  4. period ended2025-09-30
    13F 36,442 shares
    Change vs previous 13F -9,985 shares

    <0.01% of the 13F portfolio, value $1,291,822.

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

    • Focus Partners Wealth: 36,442 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 46,427 shares
    Change vs previous 13F +36,444 shares

    <0.01% of the 13F portfolio, value $1,452,265.

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

    • Focus Partners Wealth: 35,630 shares
    • Focus Partners Advisor Solutions, LLC: 10,797 shares

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

  6. period ended2025-03-31
    13F/A 9,983 shares
    Change vs previous 13F -10,131 shares

    <0.01% of the 13F portfolio, value $310,871.

    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 20,114 shares
    Change vs previous 13F -6,547 shares

    <0.01% of the 13F portfolio, value $761,918.

    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 26,661 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,004,320.

    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).