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Focus Partners Wealth: DFIS position timeline

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

Focus Partners Wealth held 1,083,673 DFIS 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 1,083,673 shares
    Change vs previous 13F +48,715 shares

    0.03% of the 13F portfolio, value $37,961,084.

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

    • Focus Partners Wealth: 873,168 shares
    • Focus Partners Advisor Solutions, LLC: 210,505 shares

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

  2. period ended2026-03-31
    13F 1,034,958 shares
    Change vs previous 13F +23,383 shares

    0.03% of the 13F portfolio, value $34,847,054.

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

    • Focus Partners Wealth: 830,318 shares
    • Focus Partners Advisor Solutions, LLC: 204,640 shares

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

  3. period ended2025-12-31
    13F 1,011,575 shares
    Change vs previous 13F -15,773 shares

    0.03% of the 13F portfolio, value $33,321,328.

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

    • Focus Partners Wealth: 826,043 shares
    • Focus Partners Advisor Solutions, LLC: 185,532 shares

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

  4. period ended2025-09-30
    13F 1,027,348 shares
    Change vs previous 13F +106,840 shares

    0.05% of the 13F portfolio, value $32,480,732.

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

    • Focus Partners Wealth: 870,544 shares
    • Focus Partners Advisor Solutions, LLC: 156,804 shares

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

  5. period ended2025-06-30
    13F 920,508 shares
    Change vs previous 13F -37,186 shares

    0.05% of the 13F portfolio, value $27,461,521.

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

    • Focus Partners Wealth: 780,594 shares
    • Focus Partners Advisor Solutions, LLC: 139,914 shares

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

  6. period ended2025-03-31
    13F/A 957,694 shares
    Change vs previous 13F +559,476 shares

    0.05% of the 13F portfolio, value $24,746,840.

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

    • Focus Partners Wealth: 816,414 shares
    • Focus Partners Advisor Solutions, LLC: 141,280 shares

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

  7. period ended2024-12-31
    13F/A 398,218 shares
    Change vs previous 13F +47,121 shares

    0.02% of the 13F portfolio, value $9,778,264.

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

    • Focus Partners Wealth: 289,574 shares
    • Focus Partners Advisor Solutions, LLC: 108,644 shares

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

  8. period ended2024-09-30
    13F 351,097 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,419,943.

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

    • Focus Partners Wealth: 251,329 shares
    • Focus Partners Advisor Solutions, LLC: 99,768 shares

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