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Focus Partners Wealth: DFUS position timeline

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

Focus Partners Wealth held 12,142,064 DFUS 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 12,142,064 shares
    Change vs previous 13F +265,817 shares

    0.91% of the 13F portfolio, value $994,920,702.

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

    • Focus Partners Wealth: 9,443,034 shares
    • Focus Partners Advisor Solutions, LLC: 2,699,030 shares

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

  2. period ended2026-03-31
    13F 11,876,247 shares
    Change vs previous 13F +283,466 shares

    0.85% of the 13F portfolio, value $843,961,768.

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

    • Focus Partners Wealth: 9,340,123 shares
    • Focus Partners Advisor Solutions, LLC: 2,536,124 shares

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

  3. period ended2025-12-31
    13F 11,592,781 shares
    Change vs previous 13F +436,541 shares

    0.9% of the 13F portfolio, value $859,836,662.

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

    • Focus Partners Wealth: 9,261,059 shares
    • Focus Partners Advisor Solutions, LLC: 2,331,722 shares

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

  4. period ended2025-09-30
    13F 11,156,240 shares
    Change vs previous 13F +1,047,935 shares

    1.14% of the 13F portfolio, value $810,122,271.

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

    • Focus Partners Wealth: 9,198,125 shares
    • Focus Partners Advisor Solutions, LLC: 1,958,115 shares

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

  5. period ended2025-06-30
    13F 10,108,305 shares
    Change vs previous 13F -234,489 shares

    1.26% of the 13F portfolio, value $677,439,701.

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

    • Focus Partners Wealth: 8,084,925 shares
    • Focus Partners Advisor Solutions, LLC: 2,023,380 shares

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

  6. period ended2025-03-31
    13F/A 10,342,794 shares
    Change vs previous 13F +204,671 shares

    1.35% of the 13F portfolio, value $625,532,220.

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

    • Focus Partners Wealth: 8,381,976 shares
    • Focus Partners Advisor Solutions, LLC: 1,960,818 shares

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

  7. period ended2024-12-31
    13F/A 10,138,123 shares
    Change vs previous 13F +532,994 shares

    1.46% of the 13F portfolio, value $646,305,451.

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

    • Focus Partners Wealth: 8,423,973 shares
    • Focus Partners Advisor Solutions, LLC: 1,714,150 shares

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

  8. period ended2024-09-30
    13F 9,605,129 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $597,439,109.

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

    • Focus Partners Wealth: 8,269,247 shares
    • Focus Partners Advisor Solutions, LLC: 1,335,882 shares

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