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Disclosery

Focus Partners Wealth: CHI position timeline

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

Focus Partners Wealth held 141,775 CHI 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 141,775 shares
    Change vs previous 13F -1,450 shares

    <0.01% of the 13F portfolio, value $1,905,456.

    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 143,225 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,538,236.

    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 143,225 shares
    Change vs previous 13F +13,475 shares

    <0.01% of the 13F portfolio, value $1,500,998.

    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 129,750 shares
    Change vs previous 13F +375 shares

    <0.01% of the 13F portfolio, value $1,400,003.

    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 129,375 shares
    Change vs previous 13F -16,098 shares

    <0.01% of the 13F portfolio, value $1,361,025.

    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 145,473 shares
    Change vs previous 13F -452 shares

    <0.01% of the 13F portfolio, value $1,395,087.

    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 145,925 shares
    Change vs previous 13F -687 shares

    <0.01% of the 13F portfolio, value $1,742,344.

    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 146,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,706,572.

    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).