Skip to content
Disclosery

Focus Partners Wealth: DFSE position timeline

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

Focus Partners Wealth held 632,766 DFSE 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 632,766 shares
    Change vs previous 13F +40,650 shares

    0.03% of the 13F portfolio, value $30,929,330.

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

    • Focus Partners Wealth: 569,426 shares
    • Focus Partners Advisor Solutions, LLC: 63,340 shares

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

  2. period ended2026-03-31
    13F 592,116 shares
    Change vs previous 13F +4,305 shares

    0.03% of the 13F portfolio, value $26,130,052.

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

    • Focus Partners Wealth: 536,976 shares
    • Focus Partners Advisor Solutions, LLC: 55,140 shares

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

  3. period ended2025-12-31
    13F 587,811 shares
    Change vs previous 13F -16,889 shares

    0.03% of the 13F portfolio, value $24,382,437.

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

    • Focus Partners Wealth: 533,465 shares
    • Focus Partners Advisor Solutions, LLC: 54,346 shares

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

  4. period ended2025-09-30
    13F 604,700 shares
    Change vs previous 13F +20,154 shares

    0.04% of the 13F portfolio, value $24,879,010.

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

    • Focus Partners Wealth: 542,461 shares
    • Focus Partners Advisor Solutions, LLC: 62,239 shares

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

  5. period ended2025-06-30
    13F 584,546 shares
    Change vs previous 13F +223,945 shares

    0.04% of the 13F portfolio, value $22,247,787.

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

    • Focus Partners Wealth: 537,973 shares
    • Focus Partners Advisor Solutions, LLC: 46,573 shares

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

  6. period ended2025-03-31
    13F/A 360,601 shares
    Change vs previous 13F +306,500 shares

    0.03% of the 13F portfolio, value $12,145,030.

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

    • Focus Partners Wealth: 312,807 shares
    • Focus Partners Advisor Solutions, LLC: 47,794 shares

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

  7. period ended2024-12-31
    13F/A 54,101 shares
    Change vs previous 13F +12,038 shares

    <0.01% of the 13F portfolio, value $1,792,467.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,089 shares
    • Focus Partners Advisor Solutions, LLC: 38,012 shares

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

  8. period ended2024-09-30
    13F 42,063 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,489,898.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,811 shares
    • Focus Partners Advisor Solutions, LLC: 29,252 shares

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