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Focus Partners Wealth: CME position timeline

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

Focus Partners Wealth held 364,727 CME 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 364,727 shares
    Change vs previous 13F -4,628 shares

    0.08% of the 13F portfolio, value $80,543,324.

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

    • Focus Partners Wealth: 364,727 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 369,355 shares
    Change vs previous 13F -831 shares

    0.11% of the 13F portfolio, value $109,089,172.

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

    • Focus Partners Wealth: 365,881 shares
    • Focus Partners Advisor Solutions, LLC: 3,474 shares

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

  3. period ended2025-12-31
    13F 370,186 shares
    Change vs previous 13F +129,817 shares

    0.11% of the 13F portfolio, value $100,804,846.

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

    • Focus Partners Wealth: 366,812 shares
    • Focus Partners Advisor Solutions, LLC: 3,374 shares

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

  4. period ended2025-09-30
    13F 240,369 shares
    Change vs previous 13F +26,938 shares

    0.08% of the 13F portfolio, value $58,759,683.

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

    • Focus Partners Wealth: 233,348 shares
    • Focus Partners Advisor Solutions, LLC: 7,021 shares

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

  5. period ended2025-06-30
    13F 213,431 shares
    Change vs previous 13F +33,612 shares

    0.11% of the 13F portfolio, value $58,825,460.

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

    • Focus Partners Wealth: 206,568 shares
    • Focus Partners Advisor Solutions, LLC: 6,863 shares

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

  6. period ended2025-03-31
    13F/A 179,819 shares
    Change vs previous 13F +12,314 shares

    0.1% of the 13F portfolio, value $47,679,958.

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

    • Focus Partners Wealth: 175,537 shares
    • Focus Partners Advisor Solutions, LLC: 4,282 shares

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

  7. period ended2024-12-31
    13F/A 167,505 shares
    Change vs previous 13F +19,640 shares

    0.09% of the 13F portfolio, value $38,970,777.

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

    • Focus Partners Wealth: 165,834 shares
    • Focus Partners Advisor Solutions, LLC: 1,671 shares

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

  8. period ended2024-09-30
    13F 147,865 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $32,093,071.

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

    • Focus Partners Wealth: 146,827 shares
    • Focus Partners Advisor Solutions, LLC: 1,038 shares

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