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Focus Partners Wealth: DFEM position timeline

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

Focus Partners Wealth held 18,723,961 DFEM 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 18,723,961 shares
    Change vs previous 13F +2,006,520 shares

    0.7% of the 13F portfolio, value $760,938,615.

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

    • Focus Partners Wealth: 9,899,602 shares
    • Focus Partners Advisor Solutions, LLC: 8,824,359 shares

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

  2. period ended2026-03-31
    13F 16,717,441 shares
    Change vs previous 13F +1,337,944 shares

    0.58% of the 13F portfolio, value $577,760,527.

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

    • Focus Partners Wealth: 9,014,872 shares
    • Focus Partners Advisor Solutions, LLC: 7,702,569 shares

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

  3. period ended2025-12-31
    13F 15,379,497 shares
    Change vs previous 13F +2,006,011 shares

    0.53% of the 13F portfolio, value $508,753,768.

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

    • Focus Partners Wealth: 8,361,969 shares
    • Focus Partners Advisor Solutions, LLC: 7,017,528 shares

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

  4. period ended2025-09-30
    13F 13,373,486 shares
    Change vs previous 13F +909,038 shares

    0.61% of the 13F portfolio, value $431,928,404.

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

    • Focus Partners Wealth: 7,357,736 shares
    • Focus Partners Advisor Solutions, LLC: 6,015,750 shares

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

  5. period ended2025-06-30
    13F 12,464,448 shares
    Change vs previous 13F -4,385 shares

    0.69% of the 13F portfolio, value $369,943,666.

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

    • Focus Partners Wealth: 6,450,225 shares
    • Focus Partners Advisor Solutions, LLC: 6,014,223 shares

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

  6. period ended2025-03-31
    13F/A 12,468,833 shares
    Change vs previous 13F +1,635,821 shares

    0.71% of the 13F portfolio, value $329,925,349.

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

    • Focus Partners Wealth: 6,359,192 shares
    • Focus Partners Advisor Solutions, LLC: 6,109,641 shares

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

  7. period ended2024-12-31
    13F/A 10,833,012 shares
    Change vs previous 13F +2,203,429 shares

    0.64% of the 13F portfolio, value $283,716,590.

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

    • Focus Partners Wealth: 5,691,547 shares
    • Focus Partners Advisor Solutions, LLC: 5,141,465 shares

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

  8. period ended2024-09-30
    13F 8,629,583 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $242,922,777.

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

    • Focus Partners Wealth: 4,678,596 shares
    • Focus Partners Advisor Solutions, LLC: 3,950,987 shares

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