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Disclosery

Focus Partners Wealth: BOX position timeline

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

Focus Partners Wealth held 127,401 BOX 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 127,401 shares
    Change vs previous 13F +5,780 shares

    <0.01% of the 13F portfolio, value $3,381,223.

    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 121,621 shares
    Change vs previous 13F -821 shares

    <0.01% of the 13F portfolio, value $2,875,121.

    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 122,442 shares
    Change vs previous 13F -1,941 shares

    <0.01% of the 13F portfolio, value $3,662,240.

    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 124,383 shares
    Change vs previous 13F -1,139 shares

    0.01% of the 13F portfolio, value $4,024,023.

    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 125,522 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $4,289,103.

    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 124,809 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $3,851,606.

    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 124,498 shares
    Change vs previous 13F +2,816 shares

    0.01% of the 13F portfolio, value $3,934,137.

    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 121,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,982,652.

    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).