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Disclosery

Focus Partners Wealth: BLOK position timeline

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

Focus Partners Wealth held 12,710 BLOK 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 12,710 shares
    Change vs previous 13F -724 shares

    <0.01% of the 13F portfolio, value $796,061.

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

    • Focus Partners Wealth: 8,125 shares
    • Focus Partners Advisor Solutions, LLC: 4,585 shares

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

  2. period ended2026-03-31
    13F 13,434 shares
    Change vs previous 13F +5,538 shares

    <0.01% of the 13F portfolio, value $669,217.

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

    • Focus Partners Wealth: 7,896 shares
    • Focus Partners Advisor Solutions, LLC: 5,538 shares

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

  3. period ended2025-12-31
    13F 7,896 shares
    Change vs previous 13F -1,014 shares

    <0.01% of the 13F portfolio, value $449,209.

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

    • Focus Partners Wealth: 7,896 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 8,910 shares
    Change vs previous 13F +3,892 shares

    <0.01% of the 13F portfolio, value $596,412.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,467 shares
    • Focus Partners Advisor Solutions, LLC: 3,443 shares

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

  5. period ended2025-06-30
    13F 5,018 shares
    Change vs previous 13F -682 shares

    <0.01% of the 13F portfolio, value $286,681.

    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 5,700 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $210,248.

    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 5,805 shares
    Change vs previous 13F +5,805 shares

    <0.01% of the 13F portfolio, value $250,795.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.