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Disclosery

Focus Partners Wealth: CWT position timeline

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

Focus Partners Wealth held 45,014 CWT 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 45,014 shares
    Change vs previous 13F +16,834 shares

    <0.01% of the 13F portfolio, value $2,189,942.

    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 28,180 shares
    Change vs previous 13F +1,818 shares

    <0.01% of the 13F portfolio, value $1,277,684.

    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 26,362 shares
    Change vs previous 13F -464 shares

    <0.01% of the 13F portfolio, value $1,142,310.

    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 26,826 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $1,233,077.

    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 27,182 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $1,236,207.

    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 27,161 shares
    Change vs previous 13F +479 shares

    <0.01% of the 13F portfolio, value $1,316,186.

    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 26,682 shares
    Change vs previous 13F +1,378 shares

    <0.01% of the 13F portfolio, value $1,209,464.

    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 25,304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,371,963.

    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).