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Focus Partners Wealth: CFFN position timeline

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

Focus Partners Wealth held 50,907 CFFN 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 50,907 shares
    Change vs previous 13F -7,776 shares

    <0.01% of the 13F portfolio, value $433,220.

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

    • Focus Partners Wealth: 34,319 shares
    • Focus Partners Advisor Solutions, LLC: 16,588 shares

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

  2. period ended2026-03-31
    13F 58,683 shares
    Change vs previous 13F -1,173 shares

    <0.01% of the 13F portfolio, value $418,412.

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

    • Focus Partners Wealth: 32,208 shares
    • Focus Partners Advisor Solutions, LLC: 26,475 shares

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

  3. period ended2025-12-31
    13F 59,856 shares
    Change vs previous 13F -46,007 shares

    <0.01% of the 13F portfolio, value $407,621.

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

    • Focus Partners Wealth: 32,039 shares
    • Focus Partners Advisor Solutions, LLC: 27,817 shares

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

  4. period ended2025-09-30
    13F 105,863 shares
    Change vs previous 13F +82,813 shares

    <0.01% of the 13F portfolio, value $672,870.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 23,020 shares
    • Focus Partners Advisor Solutions, LLC: 82,843 shares

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

  5. period ended2025-06-30
    13F 23,050 shares
    Change vs previous 13F -39,808 shares

    <0.01% of the 13F portfolio, value $140,605.

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

    • Focus Partners Wealth: 12,117 shares
    • Focus Partners Advisor Solutions, LLC: 10,933 shares

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

  6. period ended2025-03-31
    13F 62,858 shares
    Change vs previous 13F +3,910 shares

    0.01% of the 13F portfolio, value $352,014.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    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 58,948 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $348,383.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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