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Focus Partners Wealth: CP position timeline

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

Focus Partners Wealth held 735,743 CP 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 735,743 shares
    Change vs previous 13F -46,648 shares

    0.06% of the 13F portfolio, value $63,752,406.

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

    • Focus Partners Wealth: 731,089 shares
    • Focus Partners Advisor Solutions, LLC: 4,654 shares

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

  2. period ended2026-03-31
    13F 782,391 shares
    Change vs previous 13F +38,191 shares

    0.06% of the 13F portfolio, value $61,541,198.

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

    • Focus Partners Wealth: 777,632 shares
    • Focus Partners Advisor Solutions, LLC: 4,759 shares

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

  3. period ended2025-12-31
    13F 744,200 shares
    Change vs previous 13F +32,224 shares

    0.06% of the 13F portfolio, value $54,798,580.

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

    • Focus Partners Wealth: 737,018 shares
    • Focus Partners Advisor Solutions, LLC: 7,182 shares

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

  4. period ended2025-09-30
    13F 711,976 shares
    Change vs previous 13F +43,994 shares

    0.07% of the 13F portfolio, value $52,985,631.

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

    • Focus Partners Wealth: 706,721 shares
    • Focus Partners Advisor Solutions, LLC: 5,255 shares

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

  5. period ended2025-06-30
    13F 667,982 shares
    Change vs previous 13F +28,512 shares

    0.1% of the 13F portfolio, value $52,951,376.

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

    • Focus Partners Wealth: 662,764 shares
    • Focus Partners Advisor Solutions, LLC: 5,218 shares

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

  6. period ended2025-03-31
    13F/A 639,470 shares
    Change vs previous 13F +38,304 shares

    0.1% of the 13F portfolio, value $44,897,552.

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

    • Focus Partners Wealth: 634,366 shares
    • Focus Partners Advisor Solutions, LLC: 5,104 shares

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

  7. period ended2024-12-31
    13F/A 601,166 shares
    Change vs previous 13F +39,682 shares

    0.1% of the 13F portfolio, value $43,506,414.

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

    • Focus Partners Wealth: 597,284 shares
    • Focus Partners Advisor Solutions, LLC: 3,882 shares

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

  8. period ended2024-09-30
    13F 561,484 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $48,029,521.

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

    • Focus Partners Wealth: 557,704 shares
    • Focus Partners Advisor Solutions, LLC: 3,780 shares

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