Skip to content
Disclosery

Focus Partners Wealth: DFIC position timeline

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

Focus Partners Wealth held 5,096,163 DFIC 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 5,096,163 shares
    Change vs previous 13F +866,644 shares

    0.17% of the 13F portfolio, value $189,883,080.

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

    • Focus Partners Wealth: 3,422,470 shares
    • Focus Partners Advisor Solutions, LLC: 1,673,693 shares

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

  2. period ended2026-03-31
    13F 4,229,519 shares
    Change vs previous 13F +58,565 shares

    0.15% of the 13F portfolio, value $150,274,858.

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

    • Focus Partners Wealth: 3,191,240 shares
    • Focus Partners Advisor Solutions, LLC: 1,038,279 shares

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

  3. period ended2025-12-31
    13F 4,170,954 shares
    Change vs previous 13F +501,803 shares

    0.15% of the 13F portfolio, value $143,731,131.

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

    • Focus Partners Wealth: 3,189,176 shares
    • Focus Partners Advisor Solutions, LLC: 981,778 shares

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

  4. period ended2025-09-30
    13F 3,669,151 shares
    Change vs previous 13F +56,161 shares

    0.17% of the 13F portfolio, value $120,356,347.

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

    • Focus Partners Wealth: 2,994,262 shares
    • Focus Partners Advisor Solutions, LLC: 674,889 shares

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

  5. period ended2025-06-30
    13F 3,612,990 shares
    Change vs previous 13F +205,412 shares

    0.21% of the 13F portfolio, value $112,327,882.

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

    • Focus Partners Wealth: 2,711,601 shares
    • Focus Partners Advisor Solutions, LLC: 901,389 shares

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

  6. period ended2025-03-31
    13F/A 3,407,578 shares
    Change vs previous 13F +282,584 shares

    0.2% of the 13F portfolio, value $94,628,420.

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

    • Focus Partners Wealth: 2,559,824 shares
    • Focus Partners Advisor Solutions, LLC: 847,754 shares

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

  7. period ended2024-12-31
    13F/A 3,124,994 shares
    Change vs previous 13F +401,824 shares

    0.18% of the 13F portfolio, value $80,765,501.

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

    • Focus Partners Wealth: 2,381,008 shares
    • Focus Partners Advisor Solutions, LLC: 743,986 shares

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

  8. period ended2024-09-30
    13F 2,723,170 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $76,630,010.

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

    • Focus Partners Wealth: 2,038,620 shares
    • Focus Partners Advisor Solutions, LLC: 684,550 shares

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