Skip to content
Disclosery

Focus Partners Wealth: BR position timeline

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

Focus Partners Wealth held 93,927 BR 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 93,927 shares
    Change vs previous 13F -48,230 shares

    0.01% of the 13F portfolio, value $12,885,088.

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

    • Focus Partners Wealth: 91,569 shares
    • Focus Partners Advisor Solutions, LLC: 2,358 shares

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

  2. period ended2026-03-31
    13F 142,157 shares
    Change vs previous 13F -83,806 shares

    0.02% of the 13F portfolio, value $23,151,289.

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

    • Focus Partners Wealth: 138,021 shares
    • Focus Partners Advisor Solutions, LLC: 4,136 shares

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

  3. period ended2025-12-31
    13F 225,963 shares
    Change vs previous 13F +75,109 shares

    0.06% of the 13F portfolio, value $50,553,293.

    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 150,854 shares
    Change vs previous 13F -4,465 shares

    0.06% of the 13F portfolio, value $35,982,105.

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

    • Focus Partners Wealth: 150,854 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 155,319 shares
    Change vs previous 13F +831 shares

    0.07% of the 13F portfolio, value $37,814,550.

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

    • Focus Partners Wealth: 154,006 shares
    • Focus Partners Advisor Solutions, LLC: 1,313 shares

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

  6. period ended2025-03-31
    13F/A 154,488 shares
    Change vs previous 13F -3,455 shares

    0.08% of the 13F portfolio, value $37,525,028.

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

    • Focus Partners Wealth: 153,027 shares
    • Focus Partners Advisor Solutions, LLC: 1,461 shares

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

  7. period ended2024-12-31
    13F/A 157,943 shares
    Change vs previous 13F +83,277 shares

    0.08% of the 13F portfolio, value $35,780,225.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 156,803 shares
    • Focus Partners Advisor Solutions, LLC: 1,140 shares

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

  8. period ended2024-09-30
    13F 74,666 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,917,504.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 73,473 shares
    • Focus Partners Advisor Solutions, LLC: 1,193 shares

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