Skip to content
Disclosery

Focus Partners Wealth: BTO position timeline

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

Focus Partners Wealth held 9,941 BTO 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 9,941 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $391,879.

    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 9,470 shares
    Change vs previous 13F -532 shares

    <0.01% of the 13F portfolio, value $339,681.

    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 10,002 shares
    Change vs previous 13F +4,237 shares

    <0.01% of the 13F portfolio, value $350,883.

    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 5,765 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $207,422.

    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 5,980 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $211,819.

    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 6,031 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $205,726.

    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 5,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,070.

    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).