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Focus Partners Wealth: BKR position timeline

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

Focus Partners Wealth held 387,851 BKR 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 387,851 shares
    Change vs previous 13F +28,339 shares

    0.02% of the 13F portfolio, value $21,525,790.

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

    • Focus Partners Wealth: 387,851 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 359,512 shares
    Change vs previous 13F +265,796 shares

    0.02% of the 13F portfolio, value $21,953,118.

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

    • Focus Partners Wealth: 352,214 shares
    • Focus Partners Advisor Solutions, LLC: 7,298 shares

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

  3. period ended2025-12-31
    13F 93,716 shares
    Change vs previous 13F +71,740 shares

    <0.01% of the 13F portfolio, value $4,267,831.

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

    • Focus Partners Wealth: 93,716 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 21,976 shares
    Change vs previous 13F +8,515 shares

    <0.01% of the 13F portfolio, value $1,164,009.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,103 shares
    • Focus Partners Advisor Solutions, LLC: 11,873 shares

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

  5. period ended2025-06-30
    13F 13,461 shares
    Change vs previous 13F -21,345 shares

    <0.01% of the 13F portfolio, value $516,103.

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

    • Focus Partners Wealth: 13,461 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 34,806 shares
    Change vs previous 13F +17,311 shares

    <0.01% of the 13F portfolio, value $1,529,690.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,481 shares
    • Focus Partners Advisor Solutions, LLC: 16,325 shares

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

  7. period ended2024-12-31
    13F/A 17,495 shares
    Change vs previous 13F -2,617 shares

    <0.01% of the 13F portfolio, value $717,643.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,495 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 20,112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $727,073.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,854 shares
    • Focus Partners Advisor Solutions, LLC: 6,258 shares

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