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Disclosery

Focus Partners Wealth: DFGP position timeline

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

Focus Partners Wealth held 26,939 DFGP 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 26,939 shares
    Change vs previous 13F +17,392 shares

    0.01% of the 13F portfolio, value $1,467,098.

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

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

  2. period ended2026-03-31
    13F 9,547 shares
    Change vs previous 13F +2,707 shares

    0.01% of the 13F portfolio, value $515,443.

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

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

  3. period ended2025-12-31
    13F 6,840 shares
    Change vs previous 13F -5,802 shares

    <0.01% of the 13F portfolio, value $369,839.

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

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

  4. period ended2025-09-30
    13F 12,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $698,104.

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

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