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Focus Partners Wealth: BMI position timeline

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

Focus Partners Wealth held 1,504 BMI 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 1,504 shares
    Change vs previous 13F -551 shares

    <0.01% of the 13F portfolio, value $223,274.

    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 2,055 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $313,728.

    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 2,147 shares
    Change vs previous 13F -5,845 shares

    <0.01% of the 13F portfolio, value $374,502.

    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 7,992 shares
    Change vs previous 13F +5,237 shares

    <0.01% of the 13F portfolio, value $530,809.

    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 2,755 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $674,725.

    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 2,571 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $489,046.

    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 2,575 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $546,112.

    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 2,367 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,876.

    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).