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Disclosery

Focus Partners Wealth: DES position timeline

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

Focus Partners Wealth held 104,637 DES 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 104,637 shares
    Change vs previous 13F +4,385 shares

    <0.01% of the 13F portfolio, value $4,256,671.

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

    • Focus Partners Wealth: 85,644 shares
    • Focus Partners Advisor Solutions, LLC: 18,993 shares

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

  2. period ended2026-03-31
    13F 100,252 shares
    Change vs previous 13F +765 shares

    <0.01% of the 13F portfolio, value $3,603,068.

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

    • Focus Partners Wealth: 80,464 shares
    • Focus Partners Advisor Solutions, LLC: 19,788 shares

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

  3. period ended2025-12-31
    13F 99,487 shares
    Change vs previous 13F -10,411 shares

    <0.01% of the 13F portfolio, value $3,327,869.

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

    • Focus Partners Wealth: 81,021 shares
    • Focus Partners Advisor Solutions, LLC: 18,466 shares

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

  4. period ended2025-09-30
    13F 109,898 shares
    Change vs previous 13F +32,542 shares

    0.01% of the 13F portfolio, value $3,683,606.

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

    • Focus Partners Wealth: 75,730 shares
    • Focus Partners Advisor Solutions, LLC: 34,168 shares

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

  5. period ended2025-06-30
    13F 77,356 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $2,456,856.

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

    • Focus Partners Wealth: 55,497 shares
    • Focus Partners Advisor Solutions, LLC: 21,859 shares

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

  6. period ended2025-03-31
    13F/A 77,694 shares
    Change vs previous 13F +13,514 shares

    0.01% of the 13F portfolio, value $2,483,141.

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

    • Focus Partners Wealth: 55,485 shares
    • Focus Partners Advisor Solutions, LLC: 22,209 shares

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

  7. period ended2024-12-31
    13F/A 64,180 shares
    Change vs previous 13F +33,750 shares

    <0.01% of the 13F portfolio, value $2,204,623.

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

    • Focus Partners Wealth: 51,081 shares
    • Focus Partners Advisor Solutions, LLC: 13,099 shares

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

  8. period ended2024-09-30
    13F 30,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,049,523.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,907 shares
    • Focus Partners Advisor Solutions, LLC: 18,523 shares

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