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Disclosery

Focus Partners Wealth: BOKF position timeline

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

Focus Partners Wealth held 7,160 BOKF 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 7,160 shares
    Change vs previous 13F -1,159 shares

    <0.01% of the 13F portfolio, value $994,383.

    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 8,319 shares
    Change vs previous 13F +2,369 shares

    <0.01% of the 13F portfolio, value $1,065,331.

    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 5,950 shares
    Change vs previous 13F +2,283 shares

    <0.01% of the 13F portfolio, value $704,837.

    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 3,667 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $345,623.

    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 3,941 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $384,760.

    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 3,728 shares
    Change vs previous 13F -1,051 shares

    <0.01% of the 13F portfolio, value $388,272.

    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 4,779 shares
    Change vs previous 13F +1,025 shares

    <0.01% of the 13F portfolio, value $508,724.

    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 3,754 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $392,743.

    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).