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Disclosery

Focus Partners Wealth: CARY position timeline

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

Focus Partners Wealth held 1,466,700 CARY 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 1,466,700 shares
    Change vs previous 13F +1,465,700 shares

    0.03% of the 13F portfolio, value $30,478,022.

    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 1,000 shares
    Change vs previous 13F -1,418,626 shares

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

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  3. period ended2025-12-31
    13F 1,419,626 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $29,684,371.

    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 1,419,626 shares
    Change vs previous 13F +45,269 shares

    0.05% of the 13F portfolio, value $29,684,371.

    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 1,374,357 shares
    Change vs previous 13F +64,427 shares

    0.06% of the 13F portfolio, value $28,586,635.

    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 1,309,930 shares
    Change vs previous 13F +56,801 shares

    0.07% of the 13F portfolio, value $27,194,138.

    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 1,253,129 shares
    Change vs previous 13F +126,196 shares

    0.07% of the 13F portfolio, value $25,801,918.

    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 1,126,933 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $23,879,711.

    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).