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Focus Partners Wealth: CLS position timeline

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

Focus Partners Wealth held 13,591 CLS 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 13,591 shares
    Change vs previous 13F +6,175 shares

    <0.01% of the 13F portfolio, value $4,958,369.

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

    • Focus Partners Wealth: 12,764 shares
    • Focus Partners Advisor Solutions, LLC: 827 shares

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

  2. period ended2026-03-31
    13F 7,416 shares
    Change vs previous 13F -1,682 shares

    <0.01% of the 13F portfolio, value $2,308,300.

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

    • Focus Partners Wealth: 6,567 shares
    • Focus Partners Advisor Solutions, LLC: 849 shares

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

  3. period ended2025-12-31
    13F 9,098 shares
    Change vs previous 13F +2,637 shares

    <0.01% of the 13F portfolio, value $2,689,767.

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

    • Focus Partners Wealth: 7,961 shares
    • Focus Partners Advisor Solutions, LLC: 1,137 shares

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

  4. period ended2025-09-30
    13F 6,461 shares
    Change vs previous 13F +1,674 shares

    <0.01% of the 13F portfolio, value $1,526,962.

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

    • Focus Partners Wealth: 5,609 shares
    • Focus Partners Advisor Solutions, LLC: 852 shares

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

  5. period ended2025-06-30
    13F 4,787 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $747,292.

    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).