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Focus Partners Wealth: DFCF position timeline

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

Focus Partners Wealth held 1,185,403 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,185,403 shares
    Change vs previous 13F +212,203 shares

    0.05% of the 13F portfolio, value $50,035,919.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 220,457 shares
    • Focus Partners Advisor Solutions, LLC: 964,946 shares

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

  2. period ended2026-03-31
    13F 973,200 shares
    Change vs previous 13F +516,188 shares

    0.04% of the 13F portfolio, value $41,088,187.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 215,276 shares
    • Focus Partners Advisor Solutions, LLC: 757,924 shares

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

  3. period ended2025-12-31
    13F 457,012 shares
    Change vs previous 13F -146,622 shares

    0.02% of the 13F portfolio, value $19,450,482.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 210,010 shares
    • Focus Partners Advisor Solutions, LLC: 247,002 shares

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

  4. period ended2025-09-30
    13F 603,634 shares
    Change vs previous 13F +211,314 shares

    0.04% of the 13F portfolio, value $25,742,783.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 211,403 shares
    • Focus Partners Advisor Solutions, LLC: 392,231 shares

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

  5. period ended2025-06-30
    13F 392,320 shares
    Change vs previous 13F -506 shares

    0.03% of the 13F portfolio, value $16,579,440.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 103,517 shares
    • Focus Partners Advisor Solutions, LLC: 288,803 shares

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

  6. period ended2025-03-31
    13F/A 392,826 shares
    Change vs previous 13F +108,582 shares

    0.04% of the 13F portfolio, value $16,522,254.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 108,952 shares
    • Focus Partners Advisor Solutions, LLC: 283,874 shares

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

  7. period ended2024-12-31
    13F/A 284,244 shares
    Change vs previous 13F -10,222 shares

    0.03% of the 13F portfolio, value $11,730,781.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 119,165 shares
    • Focus Partners Advisor Solutions, LLC: 165,079 shares

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

  8. period ended2024-09-30
    13F 294,466 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,718,006.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 131,984 shares
    • Focus Partners Advisor Solutions, LLC: 162,482 shares

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