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Disclosery

Focus Partners Wealth: BYLD position timeline

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

Focus Partners Wealth held 361,776 BYLD 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 361,776 shares
    Change vs previous 13F -65,353 shares

    0.01% of the 13F portfolio, value $8,194,227.

    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 427,129 shares
    Change vs previous 13F -103,995 shares

    0.01% of the 13F portfolio, value $9,623,224.

    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 531,124 shares
    Change vs previous 13F +5,743 shares

    0.01% of the 13F portfolio, value $12,096,200.

    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 525,381 shares
    Change vs previous 13F +31,285 shares

    0.02% of the 13F portfolio, value $12,041,730.

    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 494,096 shares
    Change vs previous 13F -15,377 shares

    0.02% of the 13F portfolio, value $11,171,504.

    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 509,473 shares
    Change vs previous 13F +29,684 shares

    0.03% of the 13F portfolio, value $11,424,927.

    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 479,789 shares
    Change vs previous 13F +14,696 shares

    0.03% of the 13F portfolio, value $10,634,533.

    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 465,093 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,659,942.

    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).