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Disclosery

Focus Partners Wealth: CMC position timeline

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

Focus Partners Wealth held 0 CMC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -9,898 shares

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 9,898 shares
    Change vs previous 13F -9,163 shares

    0.01% of the 13F portfolio, value $608,034.

    13F-HR 0001868872-26-000003 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: 9,898 shares

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

  3. period ended2025-12-31
    13F 19,061 shares
    Change vs previous 13F +14,944 shares

    <0.01% of the 13F portfolio, value $1,319,409.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,802 shares
    • Focus Partners Advisor Solutions, LLC: 13,259 shares

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

  4. period ended2025-09-30
    13F 4,117 shares
    Change vs previous 13F -25,223 shares

    <0.01% of the 13F portfolio, value $233,574.

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

    • Focus Partners Wealth: 4,117 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 29,340 shares
    Change vs previous 13F +3,570 shares

    <0.01% of the 13F portfolio, value $1,435,298.

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

    • Focus Partners Wealth: 16,610 shares
    • Focus Partners Advisor Solutions, LLC: 12,730 shares

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

  6. period ended2025-03-31
    13F/A 25,770 shares
    Change vs previous 13F -3,616 shares

    <0.01% of the 13F portfolio, value $1,185,686.

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

    • Focus Partners Wealth: 13,349 shares
    • Focus Partners Advisor Solutions, LLC: 12,421 shares

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

  7. period ended2024-12-31
    13F/A 29,386 shares
    Change vs previous 13F +9,834 shares

    <0.01% of the 13F portfolio, value $1,457,570.

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

    • Focus Partners Wealth: 17,742 shares
    • Focus Partners Advisor Solutions, LLC: 11,644 shares

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

  8. period ended2024-09-30
    13F 19,552 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,074,578.

    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: 7,904 shares
    • Focus Partners Advisor Solutions, LLC: 11,648 shares

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