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Disclosery

Focus Partners Wealth: CSW position timeline

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

Focus Partners Wealth held 4,779 CSW 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 4,779 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $1,330,000.

    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 4,862 shares
    Change vs previous 13F -873 shares

    <0.01% of the 13F portfolio, value $1,266,163.

    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 5,735 shares
    Change vs previous 13F -697 shares

    <0.01% of the 13F portfolio, value $1,683,396.

    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 6,432 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $1,546,946.

    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 6,433 shares
    Change vs previous 13F +1,066 shares

    <0.01% of the 13F portfolio, value $1,845,178.

    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 5,367 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $1,564,589.

    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 5,378 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $1,897,358.

    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 5,420 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,985,834.

    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).