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Focus Partners Wealth: CBSH position timeline

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

Focus Partners Wealth held 71,800 CBSH 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 71,800 shares
    Change vs previous 13F -18,445 shares

    <0.01% of the 13F portfolio, value $4,146,483.

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

    • Focus Partners Wealth: 49,904 shares
    • Focus Partners Advisor Solutions, LLC: 21,896 shares

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

  2. period ended2026-03-31
    13F 90,245 shares
    Change vs previous 13F +4,329 shares

    <0.01% of the 13F portfolio, value $4,440,077.

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

    • Focus Partners Wealth: 80,447 shares
    • Focus Partners Advisor Solutions, LLC: 9,798 shares

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

  3. period ended2025-12-31
    13F 85,916 shares
    Change vs previous 13F +43,717 shares

    <0.01% of the 13F portfolio, value $4,496,860.

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

    • Focus Partners Wealth: 77,262 shares
    • Focus Partners Advisor Solutions, LLC: 8,654 shares

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

  4. period ended2025-09-30
    13F 42,199 shares
    Change vs previous 13F +12,683 shares

    <0.01% of the 13F portfolio, value $2,506,446.

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

    • Focus Partners Wealth: 33,624 shares
    • Focus Partners Advisor Solutions, LLC: 8,575 shares

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

  5. period ended2025-06-30
    13F 29,516 shares
    Change vs previous 13F +5,041 shares

    <0.01% of the 13F portfolio, value $1,834,985.

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

    • Focus Partners Wealth: 21,288 shares
    • Focus Partners Advisor Solutions, LLC: 8,228 shares

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

  6. period ended2025-03-31
    13F/A 24,475 shares
    Change vs previous 13F +3,368 shares

    <0.01% of the 13F portfolio, value $1,523,090.

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

    • Focus Partners Wealth: 21,180 shares
    • Focus Partners Advisor Solutions, LLC: 3,295 shares

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

  7. period ended2024-12-31
    13F/A 21,107 shares
    Change vs previous 13F +2,676 shares

    <0.01% of the 13F portfolio, value $1,315,167.

    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 18,431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,094,791.

    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).