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Focus Partners Wealth: BX position timeline

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

Focus Partners Wealth held 1,691,113 BX 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 1,691,113 shares
    Change vs previous 13F -837,648 shares

    0.18% of the 13F portfolio, value $198,994,454.

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

    • Focus Partners Wealth: 1,675,214 shares
    • Focus Partners Advisor Solutions, LLC: 15,899 shares

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

  2. period ended2026-03-31
    13F 2,528,761 shares
    Change vs previous 13F +1,193,457 shares

    0.29% of the 13F portfolio, value $290,864,784.

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

    • Focus Partners Wealth: 2,510,528 shares
    • Focus Partners Advisor Solutions, LLC: 18,233 shares

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

  3. period ended2025-12-31
    13F 1,335,304 shares
    Change vs previous 13F +1,087,405 shares

    0.21% of the 13F portfolio, value $205,909,296.

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

    • Focus Partners Wealth: 1,324,168 shares
    • Focus Partners Advisor Solutions, LLC: 11,136 shares

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

  4. period ended2025-09-30
    13F 247,899 shares
    Change vs previous 13F +32,003 shares

    0.06% of the 13F portfolio, value $41,935,813.

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

    • Focus Partners Wealth: 229,861 shares
    • Focus Partners Advisor Solutions, LLC: 18,038 shares

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

  5. period ended2025-06-30
    13F 215,896 shares
    Change vs previous 13F -1,875 shares

    0.06% of the 13F portfolio, value $32,293,759.

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

    • Focus Partners Wealth: 214,539 shares
    • Focus Partners Advisor Solutions, LLC: 1,357 shares

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

  6. period ended2025-03-31
    13F/A 217,771 shares
    Change vs previous 13F +4,182 shares

    0.07% of the 13F portfolio, value $30,440,310.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 207,256 shares
    • Focus Partners Advisor Solutions, LLC: 10,515 shares

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

  7. period ended2024-12-31
    13F/A 213,589 shares
    Change vs previous 13F -463,300 shares

    0.08% of the 13F portfolio, value $36,827,388.

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

    • Focus Partners Wealth: 211,292 shares
    • Focus Partners Advisor Solutions, LLC: 2,297 shares

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

  8. period ended2024-09-30
    13F 676,889 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,857,390.

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

    • Focus Partners Wealth: 667,462 shares
    • Focus Partners Advisor Solutions, LLC: 9,427 shares

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