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Focus Partners Wealth: DFIP position timeline

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

Focus Partners Wealth held 67,235 DFIP 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 67,235 shares
    Change vs previous 13F +5,987 shares

    <0.01% of the 13F portfolio, value $2,773,844.

    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: 31,167 shares
    • Focus Partners Advisor Solutions, LLC: 36,068 shares

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

  2. period ended2026-03-31
    13F 61,248 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,555,303.

    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: 28,083 shares
    • Focus Partners Advisor Solutions, LLC: 33,165 shares

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