Skip to content
Disclosery

Focus Partners Wealth: DFIV position timeline

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

Focus Partners Wealth held 23,128,595 DFIV 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 23,128,595 shares
    Change vs previous 13F +3,531,172 shares

    1.14% of the 13F portfolio, value $1,249,405,530.

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

    • Focus Partners Wealth: 17,198,028 shares
    • Focus Partners Advisor Solutions, LLC: 5,930,567 shares

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

  2. period ended2026-03-31
    13F 19,597,423 shares
    Change vs previous 13F -714 shares

    1.04% of the 13F portfolio, value $1,034,423,669.

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

    • Focus Partners Wealth: 13,542,022 shares
    • Focus Partners Advisor Solutions, LLC: 6,055,401 shares

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

  3. period ended2025-12-31
    13F 19,598,137 shares
    Change vs previous 13F +2,532,478 shares

    1.02% of the 13F portfolio, value $977,947,081.

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

    • Focus Partners Wealth: 13,823,466 shares
    • Focus Partners Advisor Solutions, LLC: 5,774,671 shares

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

  4. period ended2025-09-30
    13F 17,065,659 shares
    Change vs previous 13F -183,845 shares

    1.11% of the 13F portfolio, value $788,486,626.

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

    • Focus Partners Wealth: 12,280,302 shares
    • Focus Partners Advisor Solutions, LLC: 4,785,357 shares

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

  5. period ended2025-06-30
    13F 17,249,504 shares
    Change vs previous 13F -586,540 shares

    1.38% of the 13F portfolio, value $738,788,187.

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

    • Focus Partners Wealth: 11,680,814 shares
    • Focus Partners Advisor Solutions, LLC: 5,568,690 shares

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

  6. period ended2025-03-31
    13F/A 17,836,044 shares
    Change vs previous 13F +855,459 shares

    1.51% of the 13F portfolio, value $702,026,719.

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

    • Focus Partners Wealth: 12,243,964 shares
    • Focus Partners Advisor Solutions, LLC: 5,592,080 shares

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

  7. period ended2024-12-31
    13F/A 16,980,585 shares
    Change vs previous 13F +1,561,029 shares

    1.36% of the 13F portfolio, value $602,471,198.

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

    • Focus Partners Wealth: 11,604,094 shares
    • Focus Partners Advisor Solutions, LLC: 5,376,491 shares

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

  8. period ended2024-09-30
    13F 15,419,556 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $587,176,699.

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

    • Focus Partners Wealth: 11,252,710 shares
    • Focus Partners Advisor Solutions, LLC: 4,166,846 shares

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