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Disclosery

Focus Partners Wealth: BEPC position timeline

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

Focus Partners Wealth held 154,171 BEPC 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 154,171 shares
    Change vs previous 13F -3,099 shares

    0.01% of the 13F portfolio, value $5,722,863.

    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 157,270 shares
    Change vs previous 13F -2,783 shares

    0.01% of the 13F portfolio, value $6,264,066.

    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 160,053 shares
    Change vs previous 13F +3,080 shares

    0.01% of the 13F portfolio, value $6,132,927.

    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 156,973 shares
    Change vs previous 13F -475 shares

    0.01% of the 13F portfolio, value $5,410,204.

    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 157,448 shares
    Change vs previous 13F +2,284 shares

    0.01% of the 13F portfolio, value $5,161,166.

    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 155,164 shares
    Change vs previous 13F +973 shares

    0.01% of the 13F portfolio, value $4,332,180.

    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 154,191 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,264,948.

    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).