Skip to content
Disclosery

Focus Partners Wealth: BMO position timeline

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

Focus Partners Wealth held 17,418 BMO 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 17,418 shares
    Change vs previous 13F +441 shares

    <0.01% of the 13F portfolio, value $3,077,864.

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

    • Focus Partners Wealth: 14,446 shares
    • Focus Partners Advisor Solutions, LLC: 2,972 shares

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

  2. period ended2026-03-31
    13F 16,977 shares
    Change vs previous 13F +1,748 shares

    <0.01% of the 13F portfolio, value $2,297,722.

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

    • Focus Partners Wealth: 13,513 shares
    • Focus Partners Advisor Solutions, LLC: 3,464 shares

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

  3. period ended2025-12-31
    13F 15,229 shares
    Change vs previous 13F +1,764 shares

    <0.01% of the 13F portfolio, value $1,976,606.

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

    • Focus Partners Wealth: 12,552 shares
    • Focus Partners Advisor Solutions, LLC: 2,677 shares

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

  4. period ended2025-09-30
    13F 13,465 shares
    Change vs previous 13F +3,923 shares

    <0.01% of the 13F portfolio, value $1,646,102.

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

    • Focus Partners Wealth: 9,740 shares
    • Focus Partners Advisor Solutions, LLC: 3,725 shares

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

  5. period ended2025-06-30
    13F 9,542 shares
    Change vs previous 13F -422 shares

    <0.01% of the 13F portfolio, value $1,055,360.

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

    • Focus Partners Wealth: 6,926 shares
    • Focus Partners Advisor Solutions, LLC: 2,616 shares

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

  6. period ended2025-03-31
    13F/A 9,964 shares
    Change vs previous 13F +2,437 shares

    <0.01% of the 13F portfolio, value $951,673.

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

    • Focus Partners Wealth: 7,460 shares
    • Focus Partners Advisor Solutions, LLC: 2,504 shares

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

  7. period ended2024-12-31
    13F/A 7,527 shares
    Change vs previous 13F +4,147 shares

    <0.01% of the 13F portfolio, value $730,525.

    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 3,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,876.

    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).