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Disclosery

Focus Partners Wealth: AX position timeline

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

Focus Partners Wealth held 41,730 AX 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 41,730 shares
    Change vs previous 13F -564 shares

    <0.01% of the 13F portfolio, value $4,064,086.

    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 42,294 shares
    Change vs previous 13F -2,772 shares

    <0.01% of the 13F portfolio, value $3,598,798.

    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 45,066 shares
    Change vs previous 13F +1,149 shares

    <0.01% of the 13F portfolio, value $3,819,128.

    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 43,917 shares
    Change vs previous 13F +2,036 shares

    0.01% of the 13F portfolio, value $3,717,626.

    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 41,881 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $3,184,632.

    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 41,165 shares
    Change vs previous 13F +430 shares

    0.01% of the 13F portfolio, value $2,655,965.

    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 40,735 shares
    Change vs previous 13F -564 shares

    0.01% of the 13F portfolio, value $2,845,340.

    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 41,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,596,881.

    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).