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Focus Partners Wealth: DFAT position timeline

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

Focus Partners Wealth held 18,124,456 DFAT 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 18,124,456 shares
    Change vs previous 13F -735,868 shares

    1.16% of the 13F portfolio, value $1,266,898,598.

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

    • Focus Partners Wealth: 12,491,981 shares
    • Focus Partners Advisor Solutions, LLC: 5,632,475 shares

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

  2. period ended2026-03-31
    13F 18,860,324 shares
    Change vs previous 13F +3,050,364 shares

    1.18% of the 13F portfolio, value $1,178,878,930.

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

    • Focus Partners Wealth: 13,144,184 shares
    • Focus Partners Advisor Solutions, LLC: 5,716,140 shares

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

  3. period ended2024-09-30
    13F 15,809,960 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $879,508,096.

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

    • Focus Partners Wealth: 12,223,851 shares
    • Focus Partners Advisor Solutions, LLC: 3,586,109 shares

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