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Disclosery

Focus Partners Wealth: CRBN position timeline

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

Focus Partners Wealth held 3,344 CRBN 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 3,344 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $846,053.

    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 3,195 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $711,855.

    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 3,047 shares
    Change vs previous 13F +1,450 shares

    <0.01% of the 13F portfolio, value $702,406.

    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 1,597 shares
    Change vs previous 13F -4,409 shares

    <0.01% of the 13F portfolio, value $362,473.

    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 6,006 shares
    Change vs previous 13F +1,127 shares

    <0.01% of the 13F portfolio, value $1,272,131.

    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).

  6. period ended2025-03-31
    13F/A 4,879 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $932,831.

    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 4,732 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $916,134.

    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 4,543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $890,988.

    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).