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Focus Partners Wealth: AYI position timeline

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

Focus Partners Wealth held 17,220 AYI 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 17,220 shares
    Change vs previous 13F +10,109 shares

    0.01% of the 13F portfolio, value $6,486,623.

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

    • Focus Partners Wealth: 13,370 shares
    • Focus Partners Advisor Solutions, LLC: 3,850 shares

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

  2. period ended2026-03-31
    13F 7,111 shares
    Change vs previous 13F -3,979 shares

    <0.01% of the 13F portfolio, value $1,992,813.

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

    • Focus Partners Wealth: 6,198 shares
    • Focus Partners Advisor Solutions, LLC: 913 shares

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

  3. period ended2025-12-31
    13F 11,090 shares
    Change vs previous 13F +6,560 shares

    <0.01% of the 13F portfolio, value $3,950,484.

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

    • Focus Partners Wealth: 10,263 shares
    • Focus Partners Advisor Solutions, LLC: 827 shares

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

  4. period ended2025-09-30
    13F 4,530 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $1,499,901.

    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 3,885 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $1,159,082.

    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 4,273 shares
    Change vs previous 13F -999 shares

    <0.01% of the 13F portfolio, value $1,125,323.

    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 5,272 shares
    Change vs previous 13F +1,536 shares

    <0.01% of the 13F portfolio, value $1,540,007.

    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 3,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,028,897.

    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).