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Disclosery

Focus Partners Wealth: CSGP position timeline

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

Focus Partners Wealth held 956,096 CSGP 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 956,096 shares
    Change vs previous 13F +25,632 shares

    0.02% of the 13F portfolio, value $27,076,574.

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

    • Focus Partners Wealth: 936,775 shares
    • Focus Partners Advisor Solutions, LLC: 19,321 shares

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

  2. period ended2026-03-31
    13F 930,464 shares
    Change vs previous 13F +89,349 shares

    0.04% of the 13F portfolio, value $37,534,995.

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

    • Focus Partners Wealth: 922,118 shares
    • Focus Partners Advisor Solutions, LLC: 8,346 shares

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

  3. period ended2025-12-31
    13F 841,115 shares
    Change vs previous 13F -161,795 shares

    0.06% of the 13F portfolio, value $56,556,836.

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

    • Focus Partners Wealth: 841,115 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 1,002,910 shares
    Change vs previous 13F +12,373 shares

    0.12% of the 13F portfolio, value $84,547,515.

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

    • Focus Partners Wealth: 997,953 shares
    • Focus Partners Advisor Solutions, LLC: 4,957 shares

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

  5. period ended2025-06-30
    13F 990,537 shares
    Change vs previous 13F +6,744 shares

    0.17% of the 13F portfolio, value $79,639,178.

    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 983,793 shares
    Change vs previous 13F +370,652 shares

    0.2% of the 13F portfolio, value $77,945,973.

    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 613,141 shares
    Change vs previous 13F +613,141 shares

    0.11% of the 13F portfolio, value $43,894,776.

    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 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.