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Focus Partners Wealth: D position timeline

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

Focus Partners Wealth held 772,923 D 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 772,923 shares
    Change vs previous 13F +111,101 shares

    0.05% of the 13F portfolio, value $52,782,714.

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

    • Focus Partners Wealth: 760,846 shares
    • Focus Partners Advisor Solutions, LLC: 12,077 shares

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

  2. period ended2026-03-31
    13F 661,822 shares
    Change vs previous 13F +153,481 shares

    0.05% of the 13F portfolio, value $40,913,882.

    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 508,341 shares
    Change vs previous 13F +68,391 shares

    0.03% of the 13F portfolio, value $30,217,373.

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

    • Focus Partners Wealth: 508,341 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 439,950 shares
    Change vs previous 13F +153,787 shares

    0.04% of the 13F portfolio, value $26,912,825.

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

    • Focus Partners Wealth: 424,184 shares
    • Focus Partners Advisor Solutions, LLC: 15,766 shares

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

  5. period ended2025-06-30
    13F 286,163 shares
    Change vs previous 13F +6,953 shares

    0.03% of the 13F portfolio, value $16,173,416.

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

    • Focus Partners Wealth: 268,205 shares
    • Focus Partners Advisor Solutions, LLC: 17,958 shares

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

  6. period ended2025-03-31
    13F/A 279,210 shares
    Change vs previous 13F +35,227 shares

    0.03% of the 13F portfolio, value $15,655,370.

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

    • Focus Partners Wealth: 263,545 shares
    • Focus Partners Advisor Solutions, LLC: 15,665 shares

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

  7. period ended2024-12-31
    13F/A 243,983 shares
    Change vs previous 13F +102,540 shares

    0.03% of the 13F portfolio, value $13,141,039.

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

    • Focus Partners Wealth: 234,075 shares
    • Focus Partners Advisor Solutions, LLC: 9,908 shares

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

  8. period ended2024-09-30
    13F 141,443 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,174,087.

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

    • Focus Partners Wealth: 126,878 shares
    • Focus Partners Advisor Solutions, LLC: 14,565 shares

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