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Focus Partners Wealth: CERS position timeline

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

Focus Partners Wealth held 110,570 CERS 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 110,570 shares
    Change vs previous 13F -23,770 shares

    <0.01% of the 13F portfolio, value $322,865.

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

    • Focus Partners Wealth: 110,570 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 134,340 shares
    Change vs previous 13F -11,163 shares

    <0.01% of the 13F portfolio, value $244,499.

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

    • Focus Partners Wealth: 108,563 shares
    • Focus Partners Advisor Solutions, LLC: 25,777 shares

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

  3. period ended2025-12-31
    13F 145,503 shares
    Change vs previous 13F +20,633 shares

    <0.01% of the 13F portfolio, value $299,737.

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

    • Focus Partners Wealth: 120,726 shares
    • Focus Partners Advisor Solutions, LLC: 24,777 shares

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

  4. period ended2025-09-30
    13F 124,870 shares
    Change vs previous 13F +6,613 shares

    <0.01% of the 13F portfolio, value $215,560.

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

    • Focus Partners Wealth: 102,281 shares
    • Focus Partners Advisor Solutions, LLC: 22,589 shares

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

  5. period ended2025-06-30
    13F 118,257 shares
    Change vs previous 13F +6,750 shares

    <0.01% of the 13F portfolio, value $166,742.

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

    • Focus Partners Wealth: 98,327 shares
    • Focus Partners Advisor Solutions, LLC: 19,930 shares

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

  6. period ended2025-03-31
    13F/A 111,507 shares
    Change vs previous 13F +19,741 shares

    <0.01% of the 13F portfolio, value $155,001.

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

    • Focus Partners Wealth: 99,443 shares
    • Focus Partners Advisor Solutions, LLC: 12,064 shares

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

  7. period ended2024-12-31
    13F/A 91,766 shares
    Change vs previous 13F +566 shares

    <0.01% of the 13F portfolio, value $141,320.

    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 91,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,688.

    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).