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Disclosery

Focus Partners Wealth: CE position timeline

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

Focus Partners Wealth held 65,120 CE 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 65,120 shares
    Change vs previous 13F -110,770 shares

    <0.01% of the 13F portfolio, value $2,988,416.

    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 175,890 shares
    Change vs previous 13F -7,448 shares

    0.01% of the 13F portfolio, value $11,568,301.

    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 183,338 shares
    Change vs previous 13F +176,958 shares

    0.01% of the 13F portfolio, value $7,751,545.

    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 6,380 shares
    Change vs previous 13F -1,009 shares

    <0.01% of the 13F portfolio, value $268,200.

    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 7,389 shares
    Change vs previous 13F +3,328 shares

    <0.01% of the 13F portfolio, value $408,807.

    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 4,061 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $230,515.

    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 4,205 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $290,995.

    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 4,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $541,925.

    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).