Skip to content
Disclosery

Focus Partners Wealth: DFGR position timeline

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

Focus Partners Wealth held 6,126,904 DFGR 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 6,126,904 shares
    Change vs previous 13F +275,163 shares

    0.16% of the 13F portfolio, value $177,496,472.

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

    • Focus Partners Wealth: 3,958,658 shares
    • Focus Partners Advisor Solutions, LLC: 2,168,246 shares

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

  2. period ended2026-03-31
    13F 5,851,741 shares
    Change vs previous 13F +1,777,484 shares

    0.16% of the 13F portfolio, value $155,327,724.

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

    • Focus Partners Wealth: 4,074,640 shares
    • Focus Partners Advisor Solutions, LLC: 1,777,101 shares

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

  3. period ended2025-12-31
    13F 4,074,257 shares
    Change vs previous 13F -462,700 shares

    0.11% of the 13F portfolio, value $107,641,885.

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

    • Focus Partners Wealth: 4,005,871 shares
    • Focus Partners Advisor Solutions, LLC: 68,386 shares

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

  4. period ended2025-09-30
    13F 4,536,957 shares
    Change vs previous 13F +173,687 shares

    0.17% of the 13F portfolio, value $123,896,884.

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

    • Focus Partners Wealth: 3,578,334 shares
    • Focus Partners Advisor Solutions, LLC: 958,623 shares

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

  5. period ended2025-06-30
    13F 4,363,270 shares
    Change vs previous 13F -40,156 shares

    0.22% of the 13F portfolio, value $117,066,541.

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

    • Focus Partners Wealth: 3,210,357 shares
    • Focus Partners Advisor Solutions, LLC: 1,152,913 shares

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

  6. period ended2025-03-31
    13F/A 4,403,426 shares
    Change vs previous 13F +271,207 shares

    0.25% of the 13F portfolio, value $115,633,971.

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

    • Focus Partners Wealth: 3,234,387 shares
    • Focus Partners Advisor Solutions, LLC: 1,169,039 shares

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

  7. period ended2024-12-31
    13F/A 4,132,219 shares
    Change vs previous 13F +569,387 shares

    0.24% of the 13F portfolio, value $105,536,890.

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

    • Focus Partners Wealth: 3,067,320 shares
    • Focus Partners Advisor Solutions, LLC: 1,064,899 shares

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

  8. period ended2024-09-30
    13F 3,562,832 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $102,823,353.

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

    • Focus Partners Wealth: 2,639,064 shares
    • Focus Partners Advisor Solutions, LLC: 923,768 shares

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