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Focus Partners Wealth: CB position timeline

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

Focus Partners Wealth held 159,106 CB 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 159,106 shares
    Change vs previous 13F -1,506 shares

    0.05% of the 13F portfolio, value $54,270,899.

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

    • Focus Partners Wealth: 143,133 shares
    • Focus Partners Advisor Solutions, LLC: 15,973 shares

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

  2. period ended2026-03-31
    13F 160,612 shares
    Change vs previous 13F +3,209 shares

    0.05% of the 13F portfolio, value $52,402,046.

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

    • Focus Partners Wealth: 143,065 shares
    • Focus Partners Advisor Solutions, LLC: 17,547 shares

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

  3. period ended2025-12-31
    13F 157,403 shares
    Change vs previous 13F +99,965 shares

    0.05% of the 13F portfolio, value $49,181,480.

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

    • Focus Partners Wealth: 140,230 shares
    • Focus Partners Advisor Solutions, LLC: 17,173 shares

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

  4. period ended2025-09-30
    13F 57,438 shares
    Change vs previous 13F +23,535 shares

    0.02% of the 13F portfolio, value $16,226,705.

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

    • Focus Partners Wealth: 41,633 shares
    • Focus Partners Advisor Solutions, LLC: 15,805 shares

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

  5. period ended2025-06-30
    13F 33,903 shares
    Change vs previous 13F -1,106 shares

    0.02% of the 13F portfolio, value $9,829,972.

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

    • Focus Partners Wealth: 29,437 shares
    • Focus Partners Advisor Solutions, LLC: 4,466 shares

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

  6. period ended2025-03-31
    13F/A 35,009 shares
    Change vs previous 13F +795 shares

    0.02% of the 13F portfolio, value $10,580,814.

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

    • Focus Partners Wealth: 28,011 shares
    • Focus Partners Advisor Solutions, LLC: 6,998 shares

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

  7. period ended2024-12-31
    13F/A 34,214 shares
    Change vs previous 13F +15,734 shares

    0.02% of the 13F portfolio, value $9,462,210.

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

    • Focus Partners Wealth: 29,381 shares
    • Focus Partners Advisor Solutions, LLC: 4,833 shares

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

  8. period ended2024-09-30
    13F 18,480 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,329,745.

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

    • Focus Partners Wealth: 16,946 shares
    • Focus Partners Advisor Solutions, LLC: 1,534 shares

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