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Focus Partners Wealth: CPT position timeline

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

Focus Partners Wealth held 17,148 CPT 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 17,148 shares
    Change vs previous 13F +3,601 shares

    <0.01% of the 13F portfolio, value $1,963,278.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 13,547 shares
    Change vs previous 13F -6,416 shares

    <0.01% of the 13F portfolio, value $1,337,806.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 19,963 shares
    Change vs previous 13F +11,202 shares

    <0.01% of the 13F portfolio, value $2,197,727.

    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 8,761 shares
    Change vs previous 13F -2,437 shares

    <0.01% of the 13F portfolio, value $977,343.

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

    • Focus Partners Wealth: 8,761 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 11,198 shares
    Change vs previous 13F +3,625 shares

    <0.01% of the 13F portfolio, value $1,262,070.

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

    • Focus Partners Wealth: 8,802 shares
    • Focus Partners Advisor Solutions, LLC: 2,396 shares

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

  6. period ended2025-03-31
    13F/A 7,573 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $926,217.

    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 ended2024-12-31
    13F/A 7,398 shares
    Change vs previous 13F +4,763 shares

    <0.01% of the 13F portfolio, value $858,505.

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

    • Focus Partners Wealth: 7,398 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 2,635 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,513.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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