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Disclosery

Focus Partners Wealth: CHW position timeline

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

Focus Partners Wealth held 80,805 CHW 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 80,805 shares
    Change vs previous 13F -2,915 shares

    <0.01% of the 13F portfolio, value $719,972.

    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 83,720 shares
    Change vs previous 13F -2,756 shares

    <0.01% of the 13F portfolio, value $607,806.

    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 86,476 shares
    Change vs previous 13F +46,299 shares

    <0.01% of the 13F portfolio, value $629,291.

    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 40,177 shares
    Change vs previous 13F -894 shares

    <0.01% of the 13F portfolio, value $302,934.

    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 41,071 shares
    Change vs previous 13F -3,420 shares

    <0.01% of the 13F portfolio, value $292,834.

    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 44,491 shares
    Change vs previous 13F -803 shares

    <0.01% of the 13F portfolio, value $284,297.

    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 45,294 shares
    Change vs previous 13F -4,458 shares

    <0.01% of the 13F portfolio, value $305,733.

    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 49,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,728.

    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).