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Disclosery

Focus Partners Wealth: BSMQ position timeline

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

Focus Partners Wealth held 0 BSMQ 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 0 shares
    Change vs previous 13F -113,490 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 113,490 shares
    Change vs previous 13F +960 shares

    <0.01% of the 13F portfolio, value $2,681,201.

    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 112,530 shares
    Change vs previous 13F +11,181 shares

    <0.01% of the 13F portfolio, value $2,660,772.

    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 101,349 shares
    Change vs previous 13F +11,601 shares

    <0.01% of the 13F portfolio, value $2,394,370.

    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 89,748 shares
    Change vs previous 13F +8,826 shares

    <0.01% of the 13F portfolio, value $2,114,463.

    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 80,922 shares
    Change vs previous 13F +5,041 shares

    <0.01% of the 13F portfolio, value $1,910,568.

    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 75,881 shares
    Change vs previous 13F +3,506 shares

    <0.01% of the 13F portfolio, value $1,788,515.

    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 72,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,718,183.

    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).