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Disclosery

Focus Partners Wealth: CWB position timeline

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

Focus Partners Wealth held 20,550 CWB 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 20,550 shares
    Change vs previous 13F -369 shares

    <0.01% of the 13F portfolio, value $2,215,676.

    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 20,919 shares
    Change vs previous 13F +1,124 shares

    <0.01% of the 13F portfolio, value $1,830,857.

    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 19,795 shares
    Change vs previous 13F +2,140 shares

    <0.01% of the 13F portfolio, value $1,765,745.

    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 17,655 shares
    Change vs previous 13F -5,456 shares

    <0.01% of the 13F portfolio, value $1,597,778.

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

    • Focus Partners Wealth: 17,655 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 23,111 shares
    Change vs previous 13F -470 shares

    <0.01% of the 13F portfolio, value $1,910,411.

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

    • Focus Partners Wealth: 19,086 shares
    • Focus Partners Advisor Solutions, LLC: 4,025 shares

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

  6. period ended2025-03-31
    13F/A 23,581 shares
    Change vs previous 13F -1,096 shares

    <0.01% of the 13F portfolio, value $1,806,818.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 19,289 shares
    • Focus Partners Advisor Solutions, LLC: 4,292 shares

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

  7. period ended2024-12-31
    13F/A 24,677 shares
    Change vs previous 13F +14,615 shares

    <0.01% of the 13F portfolio, value $1,922,127.

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

    • Focus Partners Wealth: 20,216 shares
    • Focus Partners Advisor Solutions, LLC: 4,461 shares

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

  8. period ended2024-09-30
    13F 10,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $770,649.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,952 shares
    • Focus Partners Advisor Solutions, LLC: 4,110 shares

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