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Disclosery

Focus Partners Wealth: CRS position timeline

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

Focus Partners Wealth held 20,474 CRS 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 20,474 shares
    Change vs previous 13F +7,330 shares

    0.01% of the 13F portfolio, value $12,629,254.

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

    • Focus Partners Wealth: 15,456 shares
    • Focus Partners Advisor Solutions, LLC: 5,018 shares

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

  2. period ended2026-03-31
    13F 13,144 shares
    Change vs previous 13F +4,452 shares

    0.01% of the 13F portfolio, value $5,181,057.

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

    • Focus Partners Wealth: 9,902 shares
    • Focus Partners Advisor Solutions, LLC: 3,242 shares

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

  3. period ended2025-12-31
    13F 8,692 shares
    Change vs previous 13F +1,111 shares

    <0.01% of the 13F portfolio, value $2,737,103.

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

    • Focus Partners Wealth: 6,691 shares
    • Focus Partners Advisor Solutions, LLC: 2,001 shares

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

  4. period ended2025-09-30
    13F 7,581 shares
    Change vs previous 13F +1,828 shares

    <0.01% of the 13F portfolio, value $1,943,845.

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

    • Focus Partners Wealth: 6,037 shares
    • Focus Partners Advisor Solutions, LLC: 1,544 shares

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

  5. period ended2025-06-30
    13F 5,753 shares
    Change vs previous 13F -649 shares

    <0.01% of the 13F portfolio, value $1,589,906.

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

    • Focus Partners Wealth: 4,398 shares
    • Focus Partners Advisor Solutions, LLC: 1,355 shares

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

  6. period ended2025-03-31
    13F/A 6,402 shares
    Change vs previous 13F +2,101 shares

    <0.01% of the 13F portfolio, value $1,159,997.

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

    • Focus Partners Wealth: 4,615 shares
    • Focus Partners Advisor Solutions, LLC: 1,787 shares

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

  7. period ended2024-12-31
    13F/A 4,301 shares
    Change vs previous 13F -1,692 shares

    <0.01% of the 13F portfolio, value $729,907.

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

    • Focus Partners Wealth: 4,301 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 5,993 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $956,404.

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

    • Focus Partners Wealth: 4,579 shares
    • Focus Partners Advisor Solutions, LLC: 1,414 shares

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