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Focus Partners Wealth: DEM position timeline

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

Focus Partners Wealth held 73,375 DEM 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 73,375 shares
    Change vs previous 13F -13,737 shares

    <0.01% of the 13F portfolio, value $3,946,841.

    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 87,112 shares
    Change vs previous 13F -22,016 shares

    <0.01% of the 13F portfolio, value $4,328,598.

    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 109,128 shares
    Change vs previous 13F -167 shares

    0.01% of the 13F portfolio, value $5,097,369.

    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 109,295 shares
    Change vs previous 13F -12,235 shares

    0.01% of the 13F portfolio, value $5,026,501.

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

    • Focus Partners Wealth: 109,295 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 121,530 shares
    Change vs previous 13F -4,282 shares

    0.01% of the 13F portfolio, value $5,504,092.

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

    • Focus Partners Wealth: 112,937 shares
    • Focus Partners Advisor Solutions, LLC: 8,593 shares

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

  6. period ended2025-03-31
    13F/A 125,812 shares
    Change vs previous 13F +1,786 shares

    0.01% of the 13F portfolio, value $5,294,167.

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

    • Focus Partners Wealth: 116,573 shares
    • Focus Partners Advisor Solutions, LLC: 9,239 shares

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

  7. period ended2024-12-31
    13F/A 124,026 shares
    Change vs previous 13F +7,158 shares

    0.01% of the 13F portfolio, value $5,021,830.

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

    • Focus Partners Wealth: 117,979 shares
    • Focus Partners Advisor Solutions, LLC: 6,047 shares

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

  8. period ended2024-09-30
    13F 116,868 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,143,413.

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

    • Focus Partners Wealth: 107,218 shares
    • Focus Partners Advisor Solutions, LLC: 9,650 shares

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