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Disclosery

Focus Partners Wealth: DE position timeline

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

Focus Partners Wealth held 82,723 DE 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 82,723 shares
    Change vs previous 13F -20,585 shares

    0.05% of the 13F portfolio, value $52,467,436.

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

    • Focus Partners Wealth: 73,030 shares
    • Focus Partners Advisor Solutions, LLC: 9,693 shares

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

  2. period ended2026-03-31
    13F 103,308 shares
    Change vs previous 13F -94,057 shares

    0.06% of the 13F portfolio, value $58,217,038.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 93,220 shares
    • Focus Partners Advisor Solutions, LLC: 10,088 shares

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

  3. period ended2025-12-31
    13F 197,365 shares
    Change vs previous 13F +169,231 shares

    0.1% of the 13F portfolio, value $91,888,519.

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

    • Focus Partners Wealth: 189,558 shares
    • Focus Partners Advisor Solutions, LLC: 7,807 shares

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

  4. period ended2025-09-30
    13F 28,134 shares
    Change vs previous 13F -11,135 shares

    0.02% of the 13F portfolio, value $12,575,904.

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

    • Focus Partners Wealth: 27,357 shares
    • Focus Partners Advisor Solutions, LLC: 777 shares

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

  5. period ended2025-06-30
    13F 39,269 shares
    Change vs previous 13F -703 shares

    0.04% of the 13F portfolio, value $19,968,622.

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

    • Focus Partners Wealth: 32,387 shares
    • Focus Partners Advisor Solutions, LLC: 6,882 shares

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

  6. period ended2025-03-31
    13F/A 39,972 shares
    Change vs previous 13F -411 shares

    0.04% of the 13F portfolio, value $18,762,989.

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

    • Focus Partners Wealth: 33,683 shares
    • Focus Partners Advisor Solutions, LLC: 6,289 shares

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

  7. period ended2024-12-31
    13F/A 40,383 shares
    Change vs previous 13F +4,695 shares

    0.04% of the 13F portfolio, value $17,110,871.

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

    • Focus Partners Wealth: 34,196 shares
    • Focus Partners Advisor Solutions, LLC: 6,187 shares

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

  8. period ended2024-09-30
    13F 35,688 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,853,281.

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

    • Focus Partners Wealth: 29,034 shares
    • Focus Partners Advisor Solutions, LLC: 6,654 shares

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