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Focus Partners Wealth: CMA position timeline

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

Focus Partners Wealth held 0 CMA shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -131,941 shares

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

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 131,941 shares
    Change vs previous 13F +127,280 shares

    0.01% of the 13F portfolio, value $11,471,890.

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

    • Focus Partners Wealth: 123,907 shares
    • Focus Partners Advisor Solutions, LLC: 8,034 shares

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

  3. period ended2025-09-30
    13F 4,661 shares
    Change vs previous 13F -1,379 shares

    <0.01% of the 13F portfolio, value $298,698.

    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).

  4. period ended2025-06-30
    13F 6,040 shares
    Change vs previous 13F -5,790 shares

    <0.01% of the 13F portfolio, value $360,447.

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

    • Focus Partners Wealth: 6,040 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-03-31
    13F/A 11,830 shares
    Change vs previous 13F -7,435 shares

    <0.01% of the 13F portfolio, value $698,790.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,718 shares
    • Focus Partners Advisor Solutions, LLC: 6,112 shares

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

  6. period ended2024-12-31
    13F/A 19,265 shares
    Change vs previous 13F -3,694 shares

    <0.01% of the 13F portfolio, value $1,191,537.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,888 shares
    • Focus Partners Advisor Solutions, LLC: 12,377 shares

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

  7. period ended2024-09-30
    13F 22,959 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,375,473.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 22,959 shares

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