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Disclosery

Focus Partners Wealth: CBOE position timeline

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

Focus Partners Wealth held 83,602 CBOE 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 83,602 shares
    Change vs previous 13F +4,467 shares

    0.02% of the 13F portfolio, value $20,287,594.

    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 79,135 shares
    Change vs previous 13F +465 shares

    0.02% of the 13F portfolio, value $22,242,735.

    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 78,670 shares
    Change vs previous 13F +13,173 shares

    0.02% of the 13F portfolio, value $19,445,789.

    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 65,497 shares
    Change vs previous 13F +2,166 shares

    0.03% of the 13F portfolio, value $15,902,443.

    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 63,331 shares
    Change vs previous 13F -636 shares

    0.03% of the 13F portfolio, value $14,769,638.

    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 63,967 shares
    Change vs previous 13F -518 shares

    0.04% of the 13F portfolio, value $14,475,219.

    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 64,485 shares
    Change vs previous 13F +269 shares

    0.03% of the 13F portfolio, value $12,600,560.

    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 64,216 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,155,933.

    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).