Skip to content
Disclosery

Focus Partners Wealth: DFSI position timeline

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

Focus Partners Wealth held 1,403,344 DFSI 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 1,403,344 shares
    Change vs previous 13F +102,112 shares

    0.06% of the 13F portfolio, value $63,290,863.

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

    • Focus Partners Wealth: 1,218,472 shares
    • Focus Partners Advisor Solutions, LLC: 184,872 shares

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

  2. period ended2026-03-31
    13F 1,301,232 shares
    Change vs previous 13F +2,893 shares

    0.06% of the 13F portfolio, value $56,579,397.

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

    • Focus Partners Wealth: 1,164,896 shares
    • Focus Partners Advisor Solutions, LLC: 136,336 shares

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

  3. period ended2025-12-31
    13F 1,298,339 shares
    Change vs previous 13F -40,940 shares

    0.06% of the 13F portfolio, value $55,627,413.

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

    • Focus Partners Wealth: 1,166,911 shares
    • Focus Partners Advisor Solutions, LLC: 131,428 shares

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

  4. period ended2025-09-30
    13F 1,339,279 shares
    Change vs previous 13F +82,967 shares

    0.08% of the 13F portfolio, value $54,901,496.

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

    • Focus Partners Wealth: 1,181,381 shares
    • Focus Partners Advisor Solutions, LLC: 157,898 shares

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

  5. period ended2025-06-30
    13F 1,256,312 shares
    Change vs previous 13F +532,231 shares

    0.09% of the 13F portfolio, value $49,511,317.

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

    • Focus Partners Wealth: 1,152,210 shares
    • Focus Partners Advisor Solutions, LLC: 104,102 shares

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

  6. period ended2025-03-31
    13F/A 724,081 shares
    Change vs previous 13F +616,111 shares

    0.05% of the 13F portfolio, value $25,263,218.

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

    • Focus Partners Wealth: 620,981 shares
    • Focus Partners Advisor Solutions, LLC: 103,100 shares

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

  7. period ended2024-12-31
    13F/A 107,970 shares
    Change vs previous 13F +20,300 shares

    0.01% of the 13F portfolio, value $3,546,833.

    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: 26,262 shares
    • Focus Partners Advisor Solutions, LLC: 81,708 shares

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

  8. period ended2024-09-30
    13F 87,670 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,132,949.

    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: 26,252 shares
    • Focus Partners Advisor Solutions, LLC: 61,418 shares

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