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Focus Partners Wealth: CPAY position timeline

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

Focus Partners Wealth held 11,225 CPAY 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 11,225 shares
    Change vs previous 13F +3,818 shares

    <0.01% of the 13F portfolio, value $3,741,371.

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

    • Focus Partners Wealth: 8,851 shares
    • Focus Partners Advisor Solutions, LLC: 2,374 shares

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

  2. period ended2026-03-31
    13F 7,407 shares
    Change vs previous 13F +3,701 shares

    <0.01% of the 13F portfolio, value $2,155,624.

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

    • Focus Partners Wealth: 5,824 shares
    • Focus Partners Advisor Solutions, LLC: 1,583 shares

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

  3. period ended2025-12-31
    13F 3,706 shares
    Change vs previous 13F +2,302 shares

    <0.01% of the 13F portfolio, value $1,115,248.

    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 1,404 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $277,155.

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

    • Focus Partners Wealth: 1,404 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 1,770 shares
    Change vs previous 13F -169 shares

    <0.01% of the 13F portfolio, value $587,005.

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

    • Focus Partners Wealth: 1,124 shares
    • Focus Partners Advisor Solutions, LLC: 646 shares

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

  6. period ended2025-03-31
    13F/A 1,939 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $676,162.

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

    • Focus Partners Wealth: 1,165 shares
    • Focus Partners Advisor Solutions, LLC: 774 shares

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

  7. period ended2024-12-31
    13F/A 1,427 shares
    Change vs previous 13F +358 shares

    <0.01% of the 13F portfolio, value $482,926.

    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 1,069 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,396.

    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).