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Disclosery

Focus Partners Wealth: DDWM position timeline

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

Focus Partners Wealth held 54,252 DDWM 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 54,252 shares
    Change vs previous 13F -6,877 shares

    <0.01% of the 13F portfolio, value $2,505,396.

    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 61,129 shares
    Change vs previous 13F +131 shares

    <0.01% of the 13F portfolio, value $2,696,426.

    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 60,998 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $2,655,844.

    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 61,067 shares
    Change vs previous 13F -2,633 shares

    <0.01% of the 13F portfolio, value $2,554,022.

    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 63,700 shares
    Change vs previous 13F +49,610 shares

    0.01% of the 13F portfolio, value $2,526,342.

    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 14,090 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $518,371.

    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 14,086 shares
    Change vs previous 13F -7,255 shares

    <0.01% of the 13F portfolio, value $484,310.

    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 21,341 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $765,311.

    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).