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Focus Partners Wealth: COMT position timeline

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

Focus Partners Wealth held 244,404 COMT 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 244,404 shares
    Change vs previous 13F -25,304 shares

    0.01% of the 13F portfolio, value $7,422,589.

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

    • Focus Partners Wealth: 225,038 shares
    • Focus Partners Advisor Solutions, LLC: 19,366 shares

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

  2. period ended2026-03-31
    13F 269,708 shares
    Change vs previous 13F -54,494 shares

    0.01% of the 13F portfolio, value $9,118,836.

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

    • Focus Partners Wealth: 250,120 shares
    • Focus Partners Advisor Solutions, LLC: 19,588 shares

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

  3. period ended2025-12-31
    13F 324,202 shares
    Change vs previous 13F +40,698 shares

    0.01% of the 13F portfolio, value $8,070,904.

    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 283,504 shares
    Change vs previous 13F -10,429 shares

    0.01% of the 13F portfolio, value $7,612,105.

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

    • Focus Partners Wealth: 283,504 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 293,933 shares
    Change vs previous 13F -7,493 shares

    0.01% of the 13F portfolio, value $7,598,200.

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

    • Focus Partners Wealth: 273,814 shares
    • Focus Partners Advisor Solutions, LLC: 20,119 shares

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

  6. period ended2025-03-31
    13F/A 301,426 shares
    Change vs previous 13F +3,925 shares

    0.02% of the 13F portfolio, value $7,978,772.

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

    • Focus Partners Wealth: 274,387 shares
    • Focus Partners Advisor Solutions, LLC: 27,039 shares

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

  7. period ended2024-12-31
    13F/A 297,501 shares
    Change vs previous 13F +54,145 shares

    0.02% of the 13F portfolio, value $7,529,770.

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

    • Focus Partners Wealth: 270,972 shares
    • Focus Partners Advisor Solutions, LLC: 26,529 shares

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

  8. period ended2024-09-30
    13F 243,356 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,305,364.

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

    • Focus Partners Wealth: 225,243 shares
    • Focus Partners Advisor Solutions, LLC: 18,113 shares

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