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Focus Partners Wealth: CAG position timeline

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

Focus Partners Wealth held 452,971 CAG 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 452,971 shares
    Change vs previous 13F +341,653 shares

    0.01% of the 13F portfolio, value $6,097,789.

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

    • Focus Partners Wealth: 393,489 shares
    • Focus Partners Advisor Solutions, LLC: 59,482 shares

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

  2. period ended2026-03-31
    13F 111,318 shares
    Change vs previous 13F +5,296 shares

    <0.01% of the 13F portfolio, value $1,712,769.

    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 106,022 shares
    Change vs previous 13F +39,987 shares

    <0.01% of the 13F portfolio, value $1,835,597.

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

    • Focus Partners Wealth: 106,022 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 66,035 shares
    Change vs previous 13F +40,236 shares

    <0.01% of the 13F portfolio, value $1,204,933.

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

    • Focus Partners Wealth: 55,472 shares
    • Focus Partners Advisor Solutions, LLC: 10,563 shares

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

  5. period ended2025-06-30
    13F 25,799 shares
    Change vs previous 13F -866 shares

    <0.01% of the 13F portfolio, value $528,128.

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

    • Focus Partners Wealth: 25,799 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 26,665 shares
    Change vs previous 13F -74,449 shares

    <0.01% of the 13F portfolio, value $711,192.

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

    • Focus Partners Wealth: 18,661 shares
    • Focus Partners Advisor Solutions, LLC: 8,004 shares

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

  7. period ended2024-12-31
    13F/A 101,114 shares
    Change vs previous 13F +73,847 shares

    0.01% of the 13F portfolio, value $2,805,896.

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

    • Focus Partners Wealth: 101,114 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 27,267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $886,714.

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

    • Focus Partners Wealth: 20,030 shares
    • Focus Partners Advisor Solutions, LLC: 7,237 shares

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