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Focus Partners Wealth: BE position timeline

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

Focus Partners Wealth held 51,876 BE 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 51,876 shares
    Change vs previous 13F +9,498 shares

    0.02% of the 13F portfolio, value $15,702,898.

    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 42,378 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $5,854,408.

    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 43,280 shares
    Change vs previous 13F +11,633 shares

    <0.01% of the 13F portfolio, value $3,751,340.

    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 31,647 shares
    Change vs previous 13F +10,776 shares

    <0.01% of the 13F portfolio, value $2,676,282.

    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 20,871 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $499,235.

    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 20,063 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $394,439.

    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 19,812 shares
    Change vs previous 13F +9,547 shares

    <0.01% of the 13F portfolio, value $440,025.

    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 10,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,399.

    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).