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Disclosery

Focus Partners Wealth: BOTZ position timeline

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

Focus Partners Wealth held 111,147 BOTZ 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 111,147 shares
    Change vs previous 13F +3,179 shares

    <0.01% of the 13F portfolio, value $4,216,944.

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

    • Focus Partners Wealth: 104,045 shares
    • Focus Partners Advisor Solutions, LLC: 7,102 shares

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

  2. period ended2026-03-31
    13F 107,968 shares
    Change vs previous 13F -2,048 shares

    <0.01% of the 13F portfolio, value $3,586,688.

    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 110,016 shares
    Change vs previous 13F +1,993 shares

    <0.01% of the 13F portfolio, value $3,985,960.

    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 108,023 shares
    Change vs previous 13F -1,002 shares

    0.01% of the 13F portfolio, value $3,827,255.

    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 109,025 shares
    Change vs previous 13F +7,729 shares

    0.01% of the 13F portfolio, value $3,559,666.

    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 101,296 shares
    Change vs previous 13F +90,660 shares

    0.01% of the 13F portfolio, value $2,882,884.

    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 10,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $339,807.

    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).