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Focus Partners Wealth: BTI position timeline

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

Focus Partners Wealth held 74,388 BTI 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 74,388 shares
    Change vs previous 13F +4,108 shares

    <0.01% of the 13F portfolio, value $4,594,506.

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

    • Focus Partners Wealth: 68,434 shares
    • Focus Partners Advisor Solutions, LLC: 5,954 shares

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

  2. period ended2026-03-31
    13F 70,280 shares
    Change vs previous 13F +8,312 shares

    <0.01% of the 13F portfolio, value $4,101,939.

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

    • Focus Partners Wealth: 64,684 shares
    • Focus Partners Advisor Solutions, LLC: 5,596 shares

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

  3. period ended2025-12-31
    13F 61,968 shares
    Change vs previous 13F +22,589 shares

    <0.01% of the 13F portfolio, value $3,510,669.

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

    • Focus Partners Wealth: 53,683 shares
    • Focus Partners Advisor Solutions, LLC: 8,285 shares

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

  4. period ended2025-09-30
    13F 39,379 shares
    Change vs previous 13F +21,799 shares

    <0.01% of the 13F portfolio, value $2,082,801.

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

    • Focus Partners Wealth: 33,327 shares
    • Focus Partners Advisor Solutions, LLC: 6,052 shares

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

  5. period ended2025-06-30
    13F 17,580 shares
    Change vs previous 13F +1,999 shares

    <0.01% of the 13F portfolio, value $832,860.

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

    • Focus Partners Wealth: 13,264 shares
    • Focus Partners Advisor Solutions, LLC: 4,316 shares

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

  6. period ended2025-03-31
    13F/A 15,581 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $644,918.

    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 15,618 shares
    Change vs previous 13F -10,475 shares

    <0.01% of the 13F portfolio, value $567,400.

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

    • Focus Partners Wealth: 15,618 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 26,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $954,486.

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

    • Focus Partners Wealth: 18,999 shares
    • Focus Partners Advisor Solutions, LLC: 7,094 shares

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