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Disclosery

Focus Partners Wealth: CGV position timeline

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

Focus Partners Wealth held 843,694 CGV 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 843,694 shares
    Change vs previous 13F +55,979 shares

    0.01% of the 13F portfolio, value $13,102,913.

    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 787,715 shares
    Change vs previous 13F +43,123 shares

    0.01% of the 13F portfolio, value $12,166,996.

    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 744,592 shares
    Change vs previous 13F +7,228 shares

    0.01% of the 13F portfolio, value $10,967,846.

    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 737,364 shares
    Change vs previous 13F +16,975 shares

    0.02% of the 13F portfolio, value $10,813,485.

    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 720,389 shares
    Change vs previous 13F +14,301 shares

    0.02% of the 13F portfolio, value $9,877,904.

    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 706,088 shares
    Change vs previous 13F +100,811 shares

    0.02% of the 13F portfolio, value $8,818,551.

    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 605,277 shares
    Change vs previous 13F +14,031 shares

    0.02% of the 13F portfolio, value $7,595,867.

    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 591,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,025,337.

    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).