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Focus Partners Wealth: CWI position timeline

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

Focus Partners Wealth held 570,325 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 570,325 shares
    Change vs previous 13F +1,309 shares

    0.02% of the 13F portfolio, value $23,195,130.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 126,394 shares
    • Focus Partners Advisor Solutions, LLC: 443,931 shares

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

  2. period ended2026-03-31
    13F 569,016 shares
    Change vs previous 13F -6,259 shares

    0.02% of the 13F portfolio, value $20,870,898.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 127,493 shares
    • Focus Partners Advisor Solutions, LLC: 441,523 shares

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

  3. period ended2025-12-31
    13F 575,275 shares
    Change vs previous 13F +21,018 shares

    0.02% of the 13F portfolio, value $20,663,864.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 136,483 shares
    • Focus Partners Advisor Solutions, LLC: 438,792 shares

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

  4. period ended2025-09-30
    13F 554,257 shares
    Change vs previous 13F -21,321 shares

    0.03% of the 13F portfolio, value $19,354,645.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 137,048 shares
    • Focus Partners Advisor Solutions, LLC: 417,209 shares

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

  5. period ended2025-06-30
    13F 575,578 shares
    Change vs previous 13F +15,765 shares

    0.04% of the 13F portfolio, value $18,798,402.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 150,551 shares
    • Focus Partners Advisor Solutions, LLC: 425,027 shares

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

  6. period ended2025-03-31
    13F/A 559,813 shares
    Change vs previous 13F -22,805 shares

    0.04% of the 13F portfolio, value $16,559,292.

    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: 150,001 shares
    • Focus Partners Advisor Solutions, LLC: 409,812 shares

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

  7. period ended2024-12-31
    13F/A 582,618 shares
    Change vs previous 13F +194,711 shares

    0.04% of the 13F portfolio, value $16,278,370.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 172,590 shares
    • Focus Partners Advisor Solutions, LLC: 410,028 shares

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

  8. period ended2024-09-30
    13F 387,907 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,807,920.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 166,143 shares
    • Focus Partners Advisor Solutions, LLC: 221,764 shares

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