Skip to content
Disclosery

Focus Partners Wealth: BRW position timeline

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

Focus Partners Wealth held 2,745,119 BRW 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 2,745,119 shares
    Change vs previous 13F -215,425 shares

    0.02% of the 13F portfolio, value $18,035,434.

    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 2,960,544 shares
    Change vs previous 13F -47,723 shares

    0.02% of the 13F portfolio, value $19,954,069.

    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 3,008,267 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $21,087,952.

    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).