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Disclosery

Focus Partners Wealth: CF position timeline

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

Focus Partners Wealth held 26,434 CF 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 26,434 shares
    Change vs previous 13F -3,131 shares

    <0.01% of the 13F portfolio, value $2,860,510.

    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 29,565 shares
    Change vs previous 13F +11,106 shares

    <0.01% of the 13F portfolio, value $3,781,363.

    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 18,459 shares
    Change vs previous 13F +13,720 shares

    <0.01% of the 13F portfolio, value $1,429,345.

    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 4,739 shares
    Change vs previous 13F -5,104 shares

    <0.01% of the 13F portfolio, value $383,701.

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

    • Focus Partners Wealth: 4,739 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 9,843 shares
    Change vs previous 13F +2,441 shares

    <0.01% of the 13F portfolio, value $905,371.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,773 shares
    • Focus Partners Advisor Solutions, LLC: 6,070 shares

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

  6. period ended2025-03-31
    13F/A 7,402 shares
    Change vs previous 13F +1,594 shares

    <0.01% of the 13F portfolio, value $578,537.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,558 shares
    • Focus Partners Advisor Solutions, LLC: 3,844 shares

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

  7. period ended2024-12-31
    13F/A 5,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $495,520.

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

    • Focus Partners Wealth: 2,920 shares
    • Focus Partners Advisor Solutions, LLC: 2,888 shares

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