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Disclosery

Focus Partners Wealth: CGMS position timeline

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

Focus Partners Wealth held 47,120 CGMS 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 47,120 shares
    Change vs previous 13F +14,246 shares

    <0.01% of the 13F portfolio, value $1,287,798.

    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 32,874 shares
    Change vs previous 13F -1,454 shares

    <0.01% of the 13F portfolio, value $895,160.

    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 34,328 shares
    Change vs previous 13F -891 shares

    <0.01% of the 13F portfolio, value $948,140.

    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 35,219 shares
    Change vs previous 13F -800 shares

    <0.01% of the 13F portfolio, value $977,328.

    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 36,019 shares
    Change vs previous 13F -2,380 shares

    <0.01% of the 13F portfolio, value $994,845.

    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 38,399 shares
    Change vs previous 13F -1,389 shares

    <0.01% of the 13F portfolio, value $1,048,293.

    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 39,788 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $1,085,417.

    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 40,138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,117,442.

    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).