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Focus Partners Wealth: CFG position timeline

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

Focus Partners Wealth held 181,044 CFG 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 181,044 shares
    Change vs previous 13F -48,243 shares

    0.01% of the 13F portfolio, value $12,685,813.

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

    • Focus Partners Wealth: 161,298 shares
    • Focus Partners Advisor Solutions, LLC: 19,746 shares

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

  2. period ended2026-03-31
    13F 229,287 shares
    Change vs previous 13F +18,979 shares

    0.01% of the 13F portfolio, value $13,790,576.

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

    • Focus Partners Wealth: 201,494 shares
    • Focus Partners Advisor Solutions, LLC: 27,793 shares

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

  3. period ended2025-12-31
    13F 210,308 shares
    Change vs previous 13F +157,152 shares

    0.01% of the 13F portfolio, value $12,284,201.

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

    • Focus Partners Wealth: 183,684 shares
    • Focus Partners Advisor Solutions, LLC: 26,624 shares

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

  4. period ended2025-09-30
    13F 53,156 shares
    Change vs previous 13F +17,952 shares

    <0.01% of the 13F portfolio, value $2,819,143.

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

    • Focus Partners Wealth: 37,330 shares
    • Focus Partners Advisor Solutions, LLC: 15,826 shares

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

  5. period ended2025-06-30
    13F 35,204 shares
    Change vs previous 13F -6,074 shares

    <0.01% of the 13F portfolio, value $1,575,247.

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

    • Focus Partners Wealth: 24,508 shares
    • Focus Partners Advisor Solutions, LLC: 10,696 shares

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

  6. period ended2025-03-31
    13F/A 41,278 shares
    Change vs previous 13F +9,354 shares

    <0.01% of the 13F portfolio, value $1,691,116.

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

    • Focus Partners Wealth: 25,939 shares
    • Focus Partners Advisor Solutions, LLC: 15,339 shares

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

  7. period ended2024-12-31
    13F/A 31,924 shares
    Change vs previous 13F +10,319 shares

    <0.01% of the 13F portfolio, value $1,397,073.

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

    • Focus Partners Wealth: 26,025 shares
    • Focus Partners Advisor Solutions, LLC: 5,899 shares

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

  8. period ended2024-09-30
    13F 21,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $887,364.

    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).