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Disclosery

Focus Partners Wealth: DFAC position timeline

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

Focus Partners Wealth held 59,736,103 DFAC 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 59,736,103 shares
    Change vs previous 13F -694,278 shares

    2.42% of the 13F portfolio, value $2,649,893,570.

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

    • Focus Partners Wealth: 42,128,827 shares
    • Focus Partners Advisor Solutions, LLC: 17,607,276 shares

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

  2. period ended2026-03-31
    13F 60,430,381 shares
    Change vs previous 13F +8,607,301 shares

    2.36% of the 13F portfolio, value $2,353,486,755.

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

    • Focus Partners Wealth: 42,584,120 shares
    • Focus Partners Advisor Solutions, LLC: 17,846,261 shares

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

  3. period ended2024-09-30
    13F 51,823,080 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $1,777,013,493.

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

    • Focus Partners Wealth: 38,716,303 shares
    • Focus Partners Advisor Solutions, LLC: 13,106,777 shares

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