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Disclosery

Focus Partners Wealth: CHCT position timeline

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

Focus Partners Wealth held 513,420 CHCT 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 513,420 shares
    Change vs previous 13F -24,448 shares

    0.01% of the 13F portfolio, value $9,385,317.

    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 537,868 shares
    Change vs previous 13F -40,428 shares

    0.01% of the 13F portfolio, value $8,546,722.

    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 578,296 shares
    Change vs previous 13F -165,028 shares

    0.01% of the 13F portfolio, value $9,495,621.

    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 743,324 shares
    Change vs previous 13F +5,000 shares

    0.02% of the 13F portfolio, value $11,372,855.

    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 738,324 shares
    Change vs previous 13F +5,926 shares

    0.03% of the 13F portfolio, value $12,278,328.

    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 732,398 shares
    Change vs previous 13F -12,273 shares

    0.03% of the 13F portfolio, value $13,300,347.

    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 744,671 shares
    Change vs previous 13F +551,445 shares

    0.04% of the 13F portfolio, value $14,305,131.

    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 193,226 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $110,610,571.

    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).