Skip to content
Disclosery

Focus Partners Wealth: DIA position timeline

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

Focus Partners Wealth held 574,067 DIA 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 574,067 shares
    Change vs previous 13F -6,988 shares

    0.27% of the 13F portfolio, value $299,894,621.

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

    • Focus Partners Wealth: 570,448 shares
    • Focus Partners Advisor Solutions, LLC: 3,619 shares

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

  2. period ended2026-03-31
    13F 581,055 shares
    Change vs previous 13F -19,970 shares

    0.27% of the 13F portfolio, value $269,096,521.

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

    • Focus Partners Wealth: 577,802 shares
    • Focus Partners Advisor Solutions, LLC: 3,253 shares

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

  3. period ended2025-12-31
    13F 601,025 shares
    Change vs previous 13F +23,645 shares

    0.3% of the 13F portfolio, value $288,809,235.

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

    • Focus Partners Wealth: 597,337 shares
    • Focus Partners Advisor Solutions, LLC: 3,688 shares

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

  4. period ended2025-09-30
    13F 577,380 shares
    Change vs previous 13F +528,415 shares

    0.38% of the 13F portfolio, value $267,782,208.

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

    • Focus Partners Wealth: 574,858 shares
    • Focus Partners Advisor Solutions, LLC: 2,522 shares

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

  5. period ended2025-06-30
    13F 48,965 shares
    Change vs previous 13F +352 shares

    0.04% of the 13F portfolio, value $21,577,141.

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

    • Focus Partners Wealth: 47,189 shares
    • Focus Partners Advisor Solutions, LLC: 1,776 shares

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

  6. period ended2025-03-31
    13F/A 48,613 shares
    Change vs previous 13F -971 shares

    0.04% of the 13F portfolio, value $20,412,418.

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

    • Focus Partners Wealth: 46,836 shares
    • Focus Partners Advisor Solutions, LLC: 1,777 shares

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

  7. period ended2024-12-31
    13F/A 49,584 shares
    Change vs previous 13F +26,417 shares

    0.05% of the 13F portfolio, value $21,098,037.

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

    • Focus Partners Wealth: 48,658 shares
    • Focus Partners Advisor Solutions, LLC: 926 shares

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

  8. period ended2024-09-30
    13F 23,167 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,421,279.

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

    • Focus Partners Wealth: 21,435 shares
    • Focus Partners Advisor Solutions, LLC: 1,732 shares

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