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Focus Partners Wealth: DFSD position timeline

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

Focus Partners Wealth held 13,593,174 DFSD 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 13,593,174 shares
    Change vs previous 13F +2,344,147 shares

    0.59% of the 13F portfolio, value $649,074,523.

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

    • Focus Partners Wealth: 7,253,853 shares
    • Focus Partners Advisor Solutions, LLC: 6,339,321 shares

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

  2. period ended2026-03-31
    13F 11,249,027 shares
    Change vs previous 13F +4,657,172 shares

    0.54% of the 13F portfolio, value $538,588,489.

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

    • Focus Partners Wealth: 6,122,105 shares
    • Focus Partners Advisor Solutions, LLC: 5,126,922 shares

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

  3. period ended2025-12-31
    13F 6,591,855 shares
    Change vs previous 13F -3,156,018 shares

    0.33% of the 13F portfolio, value $316,079,524.

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

    • Focus Partners Wealth: 5,445,744 shares
    • Focus Partners Advisor Solutions, LLC: 1,146,111 shares

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

  4. period ended2025-09-30
    13F 9,747,873 shares
    Change vs previous 13F +2,167,821 shares

    0.66% of the 13F portfolio, value $470,082,736.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,685,892 shares
    • Focus Partners Advisor Solutions, LLC: 5,061,981 shares

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

  5. period ended2025-06-30
    13F 7,580,052 shares
    Change vs previous 13F +465,937 shares

    0.68% of the 13F portfolio, value $363,916,988.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,683,265 shares
    • Focus Partners Advisor Solutions, LLC: 3,896,787 shares

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

  6. period ended2025-03-31
    13F/A 7,114,115 shares
    Change vs previous 13F +795,916 shares

    0.73% of the 13F portfolio, value $338,062,755.

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

    • Focus Partners Wealth: 3,630,430 shares
    • Focus Partners Advisor Solutions, LLC: 3,483,685 shares

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

  7. period ended2024-12-31
    13F/A 6,318,199 shares
    Change vs previous 13F +1,604,091 shares

    0.67% of the 13F portfolio, value $296,197,208.

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

    • Focus Partners Wealth: 3,339,831 shares
    • Focus Partners Advisor Solutions, LLC: 2,978,368 shares

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

  8. period ended2024-09-30
    13F 4,714,108 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $225,051,547.

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

    • Focus Partners Wealth: 2,690,819 shares
    • Focus Partners Advisor Solutions, LLC: 2,023,289 shares

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