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Disclosery

Focus Partners Wealth: CODI position timeline

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

Focus Partners Wealth held 0 CODI shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -21,358 shares

    13F-HR 0001542153-26-000005 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 ended2025-09-30
    13F 21,358 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,172.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,027 shares
    • Focus Partners Advisor Solutions, LLC: 11,331 shares

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