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Focus Partners Wealth: BRSP position timeline

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

Focus Partners Wealth held 293,714 BRSP 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 293,714 shares
    Change vs previous 13F +43,946 shares

    <0.01% of the 13F portfolio, value $1,600,745.

    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 249,768 shares
    Change vs previous 13F -9,999 shares

    <0.01% of the 13F portfolio, value $1,398,701.

    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 259,767 shares
    Change vs previous 13F +229,263 shares

    <0.01% of the 13F portfolio, value $1,454,697.

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

    • Focus Partners Wealth: 259,767 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 30,504 shares
    Change vs previous 13F +14,524 shares

    <0.01% of the 13F portfolio, value $165,639.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 15,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $80,700.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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