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Focus Partners Wealth: CRM position timeline

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

Focus Partners Wealth held 1,004,886 CRM 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 1,004,886 shares
    Change vs previous 13F +45,312 shares

    0.14% of the 13F portfolio, value $157,436,298.

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

    • Focus Partners Wealth: 997,437 shares
    • Focus Partners Advisor Solutions, LLC: 7,449 shares

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

  2. period ended2026-03-31
    13F 959,574 shares
    Change vs previous 13F +56,494 shares

    0.18% of the 13F portfolio, value $179,147,750.

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

    • Focus Partners Wealth: 947,077 shares
    • Focus Partners Advisor Solutions, LLC: 12,497 shares

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

  3. period ended2025-12-31
    13F 903,080 shares
    Change vs previous 13F +637,967 shares

    0.25% of the 13F portfolio, value $239,181,215.

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

    • Focus Partners Wealth: 895,329 shares
    • Focus Partners Advisor Solutions, LLC: 7,751 shares

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

  4. period ended2025-09-30
    13F 265,113 shares
    Change vs previous 13F +5,716 shares

    0.09% of the 13F portfolio, value $62,862,915.

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

    • Focus Partners Wealth: 251,289 shares
    • Focus Partners Advisor Solutions, LLC: 13,824 shares

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

  5. period ended2025-06-30
    13F 259,397 shares
    Change vs previous 13F +16,404 shares

    0.13% of the 13F portfolio, value $70,734,928.

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

    • Focus Partners Wealth: 251,846 shares
    • Focus Partners Advisor Solutions, LLC: 7,551 shares

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

  6. period ended2025-03-31
    13F/A 242,993 shares
    Change vs previous 13F +10,098 shares

    0.14% of the 13F portfolio, value $65,209,985.

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

    • Focus Partners Wealth: 231,301 shares
    • Focus Partners Advisor Solutions, LLC: 11,692 shares

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

  7. period ended2024-12-31
    13F/A 232,895 shares
    Change vs previous 13F +185,173 shares

    0.18% of the 13F portfolio, value $77,864,510.

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

    • Focus Partners Wealth: 221,706 shares
    • Focus Partners Advisor Solutions, LLC: 11,189 shares

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

  8. period ended2024-09-30
    13F 47,722 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,042,236.

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

    • Focus Partners Wealth: 43,009 shares
    • Focus Partners Advisor Solutions, LLC: 4,713 shares

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