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Focus Partners Wealth: CSTM position timeline

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

Focus Partners Wealth held 32,466 CSTM 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 32,466 shares
    Change vs previous 13F +2,102 shares

    <0.01% of the 13F portfolio, value $1,034,693.

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

    • Focus Partners Wealth: 23,709 shares
    • Focus Partners Advisor Solutions, LLC: 8,757 shares

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

  2. period ended2026-03-31
    13F 30,364 shares
    Change vs previous 13F +4,186 shares

    <0.01% of the 13F portfolio, value $746,348.

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

    • Focus Partners Wealth: 17,055 shares
    • Focus Partners Advisor Solutions, LLC: 13,309 shares

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

  3. period ended2025-12-31
    13F 26,178 shares
    Change vs previous 13F +15,904 shares

    <0.01% of the 13F portfolio, value $493,456.

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

    • Focus Partners Wealth: 14,777 shares
    • Focus Partners Advisor Solutions, LLC: 11,401 shares

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

  4. period ended2025-09-30
    13F 10,274 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $161,367.

    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).