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Focus Partners Wealth: DFAR position timeline

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

Focus Partners Wealth held 3,818,219 DFAR 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 3,818,219 shares
    Change vs previous 13F -186,170 shares

    0.09% of the 13F portfolio, value $99,884,655.

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

    • Focus Partners Wealth: 3,366,656 shares
    • Focus Partners Advisor Solutions, LLC: 451,563 shares

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

  2. period ended2026-03-31
    13F 4,004,389 shares
    Change vs previous 13F +103,429 shares

    0.1% of the 13F portfolio, value $99,228,886.

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

    • Focus Partners Wealth: 3,575,590 shares
    • Focus Partners Advisor Solutions, LLC: 428,799 shares

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

  3. period ended2025-12-31
    13F 3,900,960 shares
    Change vs previous 13F +80,428 shares

    0.09% of the 13F portfolio, value $89,336,677.

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

    • Focus Partners Wealth: 3,803,617 shares
    • Focus Partners Advisor Solutions, LLC: 97,343 shares

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

  4. period ended2025-09-30
    13F 3,820,532 shares
    Change vs previous 13F +38,047 shares

    0.13% of the 13F portfolio, value $91,095,288.

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

    • Focus Partners Wealth: 3,682,897 shares
    • Focus Partners Advisor Solutions, LLC: 137,635 shares

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

  5. period ended2025-06-30
    13F 3,782,485 shares
    Change vs previous 13F +3,165,233 shares

    0.17% of the 13F portfolio, value $88,737,089.

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

    • Focus Partners Wealth: 3,586,771 shares
    • Focus Partners Advisor Solutions, LLC: 195,714 shares

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

  6. period ended2025-03-31
    13F/A 617,252 shares
    Change vs previous 13F +175,321 shares

    0.03% of the 13F portfolio, value $14,672,107.

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

    • Focus Partners Wealth: 441,558 shares
    • Focus Partners Advisor Solutions, LLC: 175,694 shares

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

  7. period ended2024-12-31
    13F/A 441,931 shares
    Change vs previous 13F +129,125 shares

    0.02% of the 13F portfolio, value $10,283,740.

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

    • Focus Partners Wealth: 379,939 shares
    • Focus Partners Advisor Solutions, LLC: 61,992 shares

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

  8. period ended2024-09-30
    13F 312,806 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,020,348.

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

    • Focus Partners Wealth: 256,171 shares
    • Focus Partners Advisor Solutions, LLC: 56,635 shares

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