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Focus Partners Wealth: COO position timeline

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

Focus Partners Wealth held 1,421,386 COO 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 1,421,386 shares
    Change vs previous 13F +18,993 shares

    0.09% of the 13F portfolio, value $101,926,697.

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

    • Focus Partners Wealth: 1,410,461 shares
    • Focus Partners Advisor Solutions, LLC: 10,925 shares

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

  2. period ended2026-03-31
    13F 1,402,393 shares
    Change vs previous 13F +108,313 shares

    0.1% of the 13F portfolio, value $100,253,319.

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

    • Focus Partners Wealth: 1,391,398 shares
    • Focus Partners Advisor Solutions, LLC: 10,995 shares

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

  3. period ended2025-12-31
    13F 1,294,080 shares
    Change vs previous 13F +1,290,833 shares

    0.12% of the 13F portfolio, value $106,062,846.

    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 3,247 shares
    Change vs previous 13F -836 shares

    <0.01% of the 13F portfolio, value $218,570.

    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 4,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,549.

    13F-HR 0001085146-25-005236 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).