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Disclosery

Focus Partners Wealth: CI position timeline

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

Focus Partners Wealth held 52,862 CI 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 52,862 shares
    Change vs previous 13F -8,109 shares

    0.01% of the 13F portfolio, value $14,573,328.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 49,098 shares
    • Focus Partners Advisor Solutions, LLC: 3,764 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,971 shares
    Change vs previous 13F +11,889 shares

    0.02% of the 13F portfolio, value $16,277,753.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 53,015 shares
    • Focus Partners Advisor Solutions, LLC: 7,956 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,082 shares
    Change vs previous 13F +8,170 shares

    0.01% of the 13F portfolio, value $13,509,184.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,101 shares
    • Focus Partners Advisor Solutions, LLC: 3,981 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,912 shares
    Change vs previous 13F +12,812 shares

    0.02% of the 13F portfolio, value $11,733,305.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 37,203 shares
    • Focus Partners Advisor Solutions, LLC: 3,709 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,100 shares
    Change vs previous 13F +1,479 shares

    0.02% of the 13F portfolio, value $9,289,540.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 23,077 shares
    • Focus Partners Advisor Solutions, LLC: 5,023 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 26,621 shares
    Change vs previous 13F -142 shares

    0.02% of the 13F portfolio, value $8,758,952.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,320 shares
    • Focus Partners Advisor Solutions, LLC: 4,301 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 26,763 shares
    Change vs previous 13F +2,897 shares

    0.02% of the 13F portfolio, value $7,390,695.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 23,823 shares
    • Focus Partners Advisor Solutions, LLC: 2,940 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,866 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,237,894.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,325 shares
    • Focus Partners Advisor Solutions, LLC: 2,541 shares

    Acceptance time not in the bulk data set (spec §4.2).