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Disclosery

Focus Partners Wealth: CMS position timeline

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

Focus Partners Wealth held 57,477 CMS 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 57,477 shares
    Change vs previous 13F +20,677 shares

    <0.01% of the 13F portfolio, value $4,396,893.

    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 36,800 shares
    Change vs previous 13F -2,343 shares

    <0.01% of the 13F portfolio, value $2,855,103.

    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 39,143 shares
    Change vs previous 13F -4,227 shares

    <0.01% of the 13F portfolio, value $2,743,728.

    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).

  4. period ended2025-09-30
    13F 43,370 shares
    Change vs previous 13F +5,174 shares

    <0.01% of the 13F portfolio, value $2,913,048.

    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).

  5. period ended2025-06-30
    13F 38,196 shares
    Change vs previous 13F +1,793 shares

    0.01% of the 13F portfolio, value $2,646,311.

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

    • Focus Partners Wealth: 38,196 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 36,403 shares
    Change vs previous 13F +4,665 shares

    0.01% of the 13F portfolio, value $2,734,326.

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

    • Focus Partners Wealth: 33,153 shares
    • Focus Partners Advisor Solutions, LLC: 3,250 shares

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

  7. period ended2024-12-31
    13F/A 31,738 shares
    Change vs previous 13F +6,016 shares

    0.01% of the 13F portfolio, value $2,115,377.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 25,722 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,816,780.

    13F-HR 0001542153-24-000013 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).