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Disclosery

Focus Partners Wealth: CLOZ position timeline

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

Focus Partners Wealth held 1,481,838 CLOZ 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 1,481,838 shares
    Change vs previous 13F +124,044 shares

    0.04% of the 13F portfolio, value $39,150,166.

    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 1,357,794 shares
    Change vs previous 13F +53,460 shares

    0.04% of the 13F portfolio, value $34,827,438.

    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 1,304,334 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $34,741,239.

    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).