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Focus Partners Wealth: DFAX position timeline

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

Focus Partners Wealth held 13,882,222 DFAX 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 13,882,222 shares
    Change vs previous 13F -247,760 shares

    0.47% of the 13F portfolio, value $511,421,085.

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

    • Focus Partners Wealth: 10,393,265 shares
    • Focus Partners Advisor Solutions, LLC: 3,488,957 shares

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

  2. period ended2026-03-31
    13F 14,129,982 shares
    Change vs previous 13F +11,790 shares

    0.48% of the 13F portfolio, value $479,992,509.

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

    • Focus Partners Wealth: 10,402,150 shares
    • Focus Partners Advisor Solutions, LLC: 3,727,832 shares

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

  3. period ended2025-12-31
    13F 14,118,192 shares
    Change vs previous 13F +96,611 shares

    0.48% of the 13F portfolio, value $462,088,452.

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

    • Focus Partners Wealth: 10,675,346 shares
    • Focus Partners Advisor Solutions, LLC: 3,442,846 shares

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

  4. period ended2025-09-30
    13F 14,021,581 shares
    Change vs previous 13F +35,983 shares

    0.62% of the 13F portfolio, value $440,257,835.

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

    • Focus Partners Wealth: 10,975,329 shares
    • Focus Partners Advisor Solutions, LLC: 3,046,252 shares

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

  5. period ended2025-06-30
    13F 13,985,598 shares
    Change vs previous 13F -690,550 shares

    0.77% of the 13F portfolio, value $410,757,025.

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

    • Focus Partners Wealth: 10,306,430 shares
    • Focus Partners Advisor Solutions, LLC: 3,679,168 shares

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

  6. period ended2025-03-31
    13F/A 14,676,148 shares
    Change vs previous 13F -133,009 shares

    0.83% of the 13F portfolio, value $384,515,093.

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

    • Focus Partners Wealth: 10,688,333 shares
    • Focus Partners Advisor Solutions, LLC: 3,987,815 shares

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

  7. period ended2024-12-31
    13F/A 14,809,157 shares
    Change vs previous 13F +789,153 shares

    0.83% of the 13F portfolio, value $368,155,659.

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

    • Focus Partners Wealth: 10,968,283 shares
    • Focus Partners Advisor Solutions, LLC: 3,840,874 shares

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

  8. period ended2024-09-30
    13F 14,020,004 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $378,680,315.

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

    • Focus Partners Wealth: 11,114,024 shares
    • Focus Partners Advisor Solutions, LLC: 2,905,980 shares

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