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Disclosery

Focus Partners Wealth: B position timeline

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

Focus Partners Wealth held 75,185 B 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 75,185 shares
    Change vs previous 13F +989 shares

    <0.01% of the 13F portfolio, value $2,762,171.

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

    • Focus Partners Wealth: 57,688 shares
    • Focus Partners Advisor Solutions, LLC: 17,497 shares

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

  2. period ended2026-03-31
    13F 74,196 shares
    Change vs previous 13F +9,595 shares

    <0.01% of the 13F portfolio, value $3,026,455.

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

    • Focus Partners Wealth: 55,863 shares
    • Focus Partners Advisor Solutions, LLC: 18,333 shares

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

  3. period ended2025-12-31
    13F 64,601 shares
    Change vs previous 13F +22,089 shares

    <0.01% of the 13F portfolio, value $2,781,079.

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

    • Focus Partners Wealth: 48,868 shares
    • Focus Partners Advisor Solutions, LLC: 15,733 shares

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

  4. period ended2025-09-30
    13F 42,512 shares
    Change vs previous 13F +6,646 shares

    <0.01% of the 13F portfolio, value $1,402,081.

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

    • Focus Partners Wealth: 33,128 shares
    • Focus Partners Advisor Solutions, LLC: 9,384 shares

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

  5. period ended2025-06-30
    13F 35,866 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $746,916.

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

    • Focus Partners Wealth: 21,125 shares
    • Focus Partners Advisor Solutions, LLC: 14,741 shares

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