Skip to content
Disclosery

Focus Partners Wealth: CUBE position timeline

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

Focus Partners Wealth held 121,601 CUBE 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 121,601 shares
    Change vs previous 13F +93,898 shares

    <0.01% of the 13F portfolio, value $4,836,103.

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

    • Focus Partners Wealth: 95,943 shares
    • Focus Partners Advisor Solutions, LLC: 25,658 shares

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

  2. period ended2026-03-31
    13F 27,703 shares
    Change vs previous 13F +22,154 shares

    <0.01% of the 13F portfolio, value $1,029,649.

    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 5,549 shares
    Change vs previous 13F +3,460 shares

    <0.01% of the 13F portfolio, value $201,545.

    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 2,089 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $531,391.

    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).