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Focus Partners Wealth: DBA position timeline

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

Focus Partners Wealth held 26,167 DBA 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 26,167 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $697,882.

    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 25,940 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $708,689.

    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 25,990 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $663,272.

    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 25,886 shares
    Change vs previous 13F -1,341 shares

    <0.01% of the 13F portfolio, value $692,734.

    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 27,227 shares
    Change vs previous 13F +2,617 shares

    <0.01% of the 13F portfolio, value $711,983.

    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 24,610 shares
    Change vs previous 13F -1,289 shares

    <0.01% of the 13F portfolio, value $648,227.

    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 25,899 shares
    Change vs previous 13F -3,251 shares

    <0.01% of the 13F portfolio, value $688,678.

    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 29,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $725,082.

    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).