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Disclosery

Focus Partners Wealth: DBEF position timeline

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

Focus Partners Wealth held 722,324 DBEF 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 722,324 shares
    Change vs previous 13F +1,078 shares

    0.04% of the 13F portfolio, value $39,460,627.

    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 721,246 shares
    Change vs previous 13F -221,256 shares

    0.04% of the 13F portfolio, value $35,629,040.

    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 942,502 shares
    Change vs previous 13F +36,721 shares

    0.05% of the 13F portfolio, value $45,344,625.

    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 905,781 shares
    Change vs previous 13F -35,778 shares

    0.07% of the 13F portfolio, value $42,072,105.

    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 941,559 shares
    Change vs previous 13F -47,377 shares

    0.09% of the 13F portfolio, value $41,193,221.

    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 988,936 shares
    Change vs previous 13F +1,477 shares

    0.11% of the 13F portfolio, value $42,820,929.

    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 987,459 shares
    Change vs previous 13F +65,468 shares

    0.11% of the 13F portfolio, value $40,880,854.

    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 921,991 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $38,742,080.

    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).