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Focus Partners Wealth: AWR position timeline

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

Focus Partners Wealth held 22,738 AWR 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 22,738 shares
    Change vs previous 13F +5,106 shares

    <0.01% of the 13F portfolio, value $1,878,863.

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

    • Focus Partners Wealth: 19,282 shares
    • Focus Partners Advisor Solutions, LLC: 3,456 shares

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

  2. period ended2026-03-31
    13F 17,632 shares
    Change vs previous 13F +7,529 shares

    <0.01% of the 13F portfolio, value $1,333,346.

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

    • Focus Partners Wealth: 14,806 shares
    • Focus Partners Advisor Solutions, LLC: 2,826 shares

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

  3. period ended2025-12-31
    13F 10,103 shares
    Change vs previous 13F -5,295 shares

    <0.01% of the 13F portfolio, value $732,345.

    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 15,398 shares
    Change vs previous 13F +9,073 shares

    <0.01% of the 13F portfolio, value $985,407.

    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 6,325 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $484,882.

    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 5,597 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $440,373.

    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 5,854 shares
    Change vs previous 13F +1,653 shares

    <0.01% of the 13F portfolio, value $454,978.

    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 4,201 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,907.

    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).