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Focus Partners Wealth: DFSU position timeline

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

Focus Partners Wealth held 2,576,824 DFSU 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 2,576,824 shares
    Change vs previous 13F +239,597 shares

    0.11% of the 13F portfolio, value $120,157,362.

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

    • Focus Partners Wealth: 2,160,532 shares
    • Focus Partners Advisor Solutions, LLC: 416,292 shares

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

  2. period ended2026-03-31
    13F 2,337,227 shares
    Change vs previous 13F +53,572 shares

    0.1% of the 13F portfolio, value $98,187,805.

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

    • Focus Partners Wealth: 1,932,561 shares
    • Focus Partners Advisor Solutions, LLC: 404,666 shares

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

  3. period ended2025-12-31
    13F 2,283,655 shares
    Change vs previous 13F -36,307 shares

    0.1% of the 13F portfolio, value $99,179,191.

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

    • Focus Partners Wealth: 1,884,940 shares
    • Focus Partners Advisor Solutions, LLC: 398,715 shares

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

  4. period ended2025-09-30
    13F 2,319,962 shares
    Change vs previous 13F +123,314 shares

    0.14% of the 13F portfolio, value $98,646,699.

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

    • Focus Partners Wealth: 1,860,695 shares
    • Focus Partners Advisor Solutions, LLC: 459,267 shares

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

  5. period ended2025-06-30
    13F 2,196,648 shares
    Change vs previous 13F +590,657 shares

    0.16% of the 13F portfolio, value $86,218,460.

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

    • Focus Partners Wealth: 1,824,110 shares
    • Focus Partners Advisor Solutions, LLC: 372,538 shares

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

  6. period ended2025-03-31
    13F/A 1,605,991 shares
    Change vs previous 13F +1,021,103 shares

    0.12% of the 13F portfolio, value $57,510,560.

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

    • Focus Partners Wealth: 1,215,572 shares
    • Focus Partners Advisor Solutions, LLC: 390,419 shares

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

  7. period ended2024-12-31
    13F/A 584,888 shares
    Change vs previous 13F +4,297 shares

    0.05% of the 13F portfolio, value $22,167,323.

    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: 231,629 shares
    • Focus Partners Advisor Solutions, LLC: 353,259 shares

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

  8. period ended2024-09-30
    13F 580,591 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,586,416.

    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: 232,306 shares
    • Focus Partners Advisor Solutions, LLC: 348,285 shares

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