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Disclosery

Focus Partners Wealth: CSL position timeline

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

Focus Partners Wealth held 272,933 CSL 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 272,933 shares
    Change vs previous 13F -250,454 shares

    0.1% of the 13F portfolio, value $99,006,802.

    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 523,387 shares
    Change vs previous 13F +301,164 shares

    0.19% of the 13F portfolio, value $174,612,660.

    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 222,223 shares
    Change vs previous 13F +221,155 shares

    0.08% of the 13F portfolio, value $71,080,153.

    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 1,068 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $311,652.

    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 1,342 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $501,463.

    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 1,166 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $397,404.

    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 1,361 shares
    Change vs previous 13F +784 shares

    <0.01% of the 13F portfolio, value $502,070.

    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 577 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,507.

    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).