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Focus Partners Wealth: CPNG position timeline

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

Focus Partners Wealth held 82,627 CPNG 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 82,627 shares
    Change vs previous 13F -52,830 shares

    <0.01% of the 13F portfolio, value $1,435,240.

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

    • Focus Partners Wealth: 82,627 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 135,457 shares
    Change vs previous 13F -38,641 shares

    <0.01% of the 13F portfolio, value $2,557,294.

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

    • Focus Partners Wealth: 119,497 shares
    • Focus Partners Advisor Solutions, LLC: 15,960 shares

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

  3. period ended2025-12-31
    13F 174,098 shares
    Change vs previous 13F -9,924 shares

    <0.01% of the 13F portfolio, value $4,111,871.

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

    • Focus Partners Wealth: 174,098 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 184,022 shares
    Change vs previous 13F -14,070 shares

    0.01% of the 13F portfolio, value $5,915,552.

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

    • Focus Partners Wealth: 172,807 shares
    • Focus Partners Advisor Solutions, LLC: 11,215 shares

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

  5. period ended2025-06-30
    13F 198,092 shares
    Change vs previous 13F +113,492 shares

    0.01% of the 13F portfolio, value $5,934,801.

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

    • Focus Partners Wealth: 189,722 shares
    • Focus Partners Advisor Solutions, LLC: 8,370 shares

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

  6. period ended2025-03-31
    13F/A 84,600 shares
    Change vs previous 13F +84,600 shares

    <0.01% of the 13F portfolio, value $1,855,278.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.