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Focus Partners Wealth: C position timeline

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

Focus Partners Wealth held 605,616 C 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 605,616 shares
    Change vs previous 13F -140,321 shares

    0.08% of the 13F portfolio, value $84,735,788.

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

    • Focus Partners Wealth: 577,512 shares
    • Focus Partners Advisor Solutions, LLC: 28,104 shares

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

  2. period ended2026-03-31
    13F 745,937 shares
    Change vs previous 13F +33,650 shares

    0.08% of the 13F portfolio, value $84,740,484.

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

    • Focus Partners Wealth: 709,877 shares
    • Focus Partners Advisor Solutions, LLC: 36,060 shares

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

  3. period ended2025-12-31
    13F 712,287 shares
    Change vs previous 13F +313,205 shares

    0.09% of the 13F portfolio, value $83,001,050.

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

    • Focus Partners Wealth: 678,775 shares
    • Focus Partners Advisor Solutions, LLC: 33,512 shares

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

  4. period ended2025-09-30
    13F 399,082 shares
    Change vs previous 13F +69,899 shares

    0.06% of the 13F portfolio, value $40,473,621.

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

    • Focus Partners Wealth: 360,785 shares
    • Focus Partners Advisor Solutions, LLC: 38,297 shares

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

  5. period ended2025-06-30
    13F 329,183 shares
    Change vs previous 13F -4,878 shares

    0.05% of the 13F portfolio, value $28,019,489.

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

    • Focus Partners Wealth: 302,087 shares
    • Focus Partners Advisor Solutions, LLC: 27,096 shares

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

  6. period ended2025-03-31
    13F/A 334,061 shares
    Change vs previous 13F +25,675 shares

    0.05% of the 13F portfolio, value $23,714,987.

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

    • Focus Partners Wealth: 304,288 shares
    • Focus Partners Advisor Solutions, LLC: 29,773 shares

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

  7. period ended2024-12-31
    13F/A 308,386 shares
    Change vs previous 13F +220,909 shares

    0.05% of the 13F portfolio, value $21,848,504.

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

    • Focus Partners Wealth: 289,873 shares
    • Focus Partners Advisor Solutions, LLC: 18,513 shares

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

  8. period ended2024-09-30
    13F 87,477 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,476,262.

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

    • Focus Partners Wealth: 71,237 shares
    • Focus Partners Advisor Solutions, LLC: 16,240 shares

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