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Focus Partners Wealth: DFAE position timeline

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

Focus Partners Wealth held 3,469,701 DFAE 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 3,469,701 shares
    Change vs previous 13F +85,192 shares

    0.13% of the 13F portfolio, value $139,516,711.

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

    • Focus Partners Wealth: 2,169,299 shares
    • Focus Partners Advisor Solutions, LLC: 1,300,402 shares

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

  2. period ended2026-03-31
    13F 3,384,509 shares
    Change vs previous 13F +198,486 shares

    0.12% of the 13F portfolio, value $115,131,683.

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

    • Focus Partners Wealth: 2,152,211 shares
    • Focus Partners Advisor Solutions, LLC: 1,232,298 shares

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

  3. period ended2025-12-31
    13F 3,186,023 shares
    Change vs previous 13F +446,835 shares

    0.11% of the 13F portfolio, value $103,768,810.

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

    • Focus Partners Wealth: 2,154,416 shares
    • Focus Partners Advisor Solutions, LLC: 1,031,607 shares

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

  4. period ended2025-09-30
    13F 2,739,188 shares
    Change vs previous 13F +116,109 shares

    0.12% of the 13F portfolio, value $86,658,713.

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

    • Focus Partners Wealth: 1,725,309 shares
    • Focus Partners Advisor Solutions, LLC: 1,013,879 shares

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

  5. period ended2025-06-30
    13F 2,623,079 shares
    Change vs previous 13F +382,853 shares

    0.14% of the 13F portfolio, value $75,936,508.

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

    • Focus Partners Wealth: 1,659,408 shares
    • Focus Partners Advisor Solutions, LLC: 963,671 shares

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

  6. period ended2025-03-31
    13F/A 2,240,226 shares
    Change vs previous 13F +173,209 shares

    0.12% of the 13F portfolio, value $57,999,484.

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

    • Focus Partners Wealth: 1,524,733 shares
    • Focus Partners Advisor Solutions, LLC: 715,493 shares

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

  7. period ended2024-12-31
    13F/A 2,067,017 shares
    Change vs previous 13F +100,776 shares

    0.12% of the 13F portfolio, value $52,440,243.

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

    • Focus Partners Wealth: 1,461,652 shares
    • Focus Partners Advisor Solutions, LLC: 605,365 shares

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

  8. period ended2024-09-30
    13F 1,966,241 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $53,894,687.

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

    • Focus Partners Wealth: 1,405,623 shares
    • Focus Partners Advisor Solutions, LLC: 560,618 shares

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