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Disclosery

Focus Partners Wealth: CW position timeline

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

Focus Partners Wealth held 12,306 CW 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 12,306 shares
    Change vs previous 13F -875 shares

    0.01% of the 13F portfolio, value $9,324,660.

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

    • Focus Partners Wealth: 10,557 shares
    • Focus Partners Advisor Solutions, LLC: 1,749 shares

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

  2. period ended2026-03-31
    13F 13,181 shares
    Change vs previous 13F +1,734 shares

    0.01% of the 13F portfolio, value $9,015,221.

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

    • Focus Partners Wealth: 10,391 shares
    • Focus Partners Advisor Solutions, LLC: 2,790 shares

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

  3. period ended2025-12-31
    13F 11,447 shares
    Change vs previous 13F -38,612 shares

    0.01% of the 13F portfolio, value $6,310,557.

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

    • Focus Partners Wealth: 9,069 shares
    • Focus Partners Advisor Solutions, LLC: 2,378 shares

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

  4. period ended2025-09-30
    13F 50,059 shares
    Change vs previous 13F +46,648 shares

    0.05% of the 13F portfolio, value $35,380,387.

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

    • Focus Partners Wealth: 47,889 shares
    • Focus Partners Advisor Solutions, LLC: 2,170 shares

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

  5. period ended2025-06-30
    13F 3,411 shares
    Change vs previous 13F +1,545 shares

    <0.01% of the 13F portfolio, value $1,666,262.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,110 shares
    • Focus Partners Advisor Solutions, LLC: 1,301 shares

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

  6. period ended2025-03-31
    13F/A 1,866 shares
    Change vs previous 13F +616 shares

    <0.01% of the 13F portfolio, value $592,027.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 649 shares
    • Focus Partners Advisor Solutions, LLC: 1,217 shares

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

  7. period ended2024-12-31
    13F/A 1,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $443,588.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 680 shares
    • Focus Partners Advisor Solutions, LLC: 570 shares

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