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Disclosery

Focus Partners Wealth: BF-B position timeline

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

Focus Partners Wealth held 43,395 BF-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 43,395 shares
    Change vs previous 13F +18,028 shares

    <0.01% of the 13F portfolio, value $1,157,794.

    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 25,367 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $658,395.

    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 25,753 shares
    Change vs previous 13F +17,261 shares

    <0.01% of the 13F portfolio, value $671,223.

    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 8,492 shares
    Change vs previous 13F -4,729 shares

    <0.01% of the 13F portfolio, value $234,381.

    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 13,221 shares
    Change vs previous 13F +2,333 shares

    <0.01% of the 13F portfolio, value $355,793.

    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 10,888 shares
    Change vs previous 13F -2,029 shares

    <0.01% of the 13F portfolio, value $369,524.

    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 12,917 shares
    Change vs previous 13F +2,142 shares

    <0.01% of the 13F portfolio, value $490,579.

    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 10,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $530,149.

    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).