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Focus Partners Wealth: DFNM position timeline

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

Focus Partners Wealth held 6,716,447 DFNM 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 6,716,447 shares
    Change vs previous 13F +1,291,216 shares

    0.3% of the 13F portfolio, value $324,639,459.

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

    • Focus Partners Wealth: 5,069,659 shares
    • Focus Partners Advisor Solutions, LLC: 1,646,788 shares

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

  2. period ended2026-03-31
    13F 5,425,231 shares
    Change vs previous 13F +1,753,902 shares

    0.26% of the 13F portfolio, value $259,812,202.

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

    • Focus Partners Wealth: 4,221,880 shares
    • Focus Partners Advisor Solutions, LLC: 1,203,351 shares

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

  3. period ended2025-12-31
    13F 3,671,329 shares
    Change vs previous 13F +270,852 shares

    0.18% of the 13F portfolio, value $176,847,922.

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

    • Focus Partners Wealth: 3,662,918 shares
    • Focus Partners Advisor Solutions, LLC: 8,411 shares

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

  4. period ended2025-09-30
    13F 3,400,477 shares
    Change vs previous 13F +615,595 shares

    0.23% of the 13F portfolio, value $163,154,306.

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

    • Focus Partners Wealth: 2,569,749 shares
    • Focus Partners Advisor Solutions, LLC: 830,728 shares

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

  5. period ended2025-06-30
    13F 2,784,882 shares
    Change vs previous 13F +15,198 shares

    0.25% of the 13F portfolio, value $132,086,998.

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

    • Focus Partners Wealth: 2,090,487 shares
    • Focus Partners Advisor Solutions, LLC: 694,395 shares

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

  6. period ended2025-03-31
    13F/A 2,769,684 shares
    Change vs previous 13F +372,424 shares

    0.28% of the 13F portfolio, value $131,753,887.

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

    • Focus Partners Wealth: 2,001,930 shares
    • Focus Partners Advisor Solutions, LLC: 767,754 shares

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

  7. period ended2024-12-31
    13F/A 2,397,260 shares
    Change vs previous 13F +683,986 shares

    0.26% of the 13F portfolio, value $114,517,144.

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

    • Focus Partners Wealth: 1,928,913 shares
    • Focus Partners Advisor Solutions, LLC: 468,347 shares

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

  8. period ended2024-09-30
    13F 1,713,274 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $83,162,323.

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

    • Focus Partners Wealth: 1,459,020 shares
    • Focus Partners Advisor Solutions, LLC: 254,254 shares

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