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Disclosery

Focus Partners Wealth: BILS position timeline

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

Focus Partners Wealth held 139,796 BILS 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 139,796 shares
    Change vs previous 13F -44,855 shares

    0.01% of the 13F portfolio, value $13,892,893.

    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 184,651 shares
    Change vs previous 13F -127,989 shares

    0.02% of the 13F portfolio, value $18,361,698.

    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 312,640 shares
    Change vs previous 13F +290,991 shares

    0.04% of the 13F portfolio, value $31,020,166.

    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 21,649 shares
    Change vs previous 13F +5,475 shares

    <0.01% of the 13F portfolio, value $2,154,508.

    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 16,174 shares
    Change vs previous 13F -1,421 shares

    <0.01% of the 13F portfolio, value $1,608,181.

    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 17,595 shares
    Change vs previous 13F -393 shares

    <0.01% of the 13F portfolio, value $1,750,527.

    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 17,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,783,537.

    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).