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Disclosery

Focus Partners Wealth: BTZ position timeline

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

Focus Partners Wealth held 75,420 BTZ 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 75,420 shares
    Change vs previous 13F -30,400 shares

    <0.01% of the 13F portfolio, value $770,792.

    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 105,820 shares
    Change vs previous 13F +33,320 shares

    <0.01% of the 13F portfolio, value $1,068,782.

    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 72,500 shares
    Change vs previous 13F -271 shares

    <0.01% of the 13F portfolio, value $785,175.

    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 72,771 shares
    Change vs previous 13F -1,727 shares

    <0.01% of the 13F portfolio, value $804,120.

    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 74,498 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $813,518.

    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 74,498 shares
    Change vs previous 13F -5,190 shares

    <0.01% of the 13F portfolio, value $798,619.

    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 79,688 shares
    Change vs previous 13F +40,262 shares

    <0.01% of the 13F portfolio, value $833,536.

    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 39,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,646,824.

    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).