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Focus Partners Wealth: DIAL position timeline

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

Focus Partners Wealth held 34,564 DIAL 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 34,564 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $628,018.

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

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

  2. period ended2026-03-31
    13F 33,822 shares
    Change vs previous 13F -7,174 shares

    <0.01% of the 13F portfolio, value $611,510.

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

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

  3. period ended2025-12-31
    13F 40,996 shares
    Change vs previous 13F -1,151 shares

    <0.01% of the 13F portfolio, value $750,024.

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

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

  4. period ended2025-09-30
    13F 42,147 shares
    Change vs previous 13F -3,705 shares

    <0.01% of the 13F portfolio, value $777,611.

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

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

  5. period ended2025-06-30
    13F 45,852 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $834,965.

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

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

  6. period ended2025-03-31
    13F/A 45,640 shares
    Change vs previous 13F -5,336 shares

    <0.01% of the 13F portfolio, value $816,045.

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

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

  7. period ended2024-12-31
    13F/A 50,976 shares
    Change vs previous 13F +21,916 shares

    <0.01% of the 13F portfolio, value $893,614.

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

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

  8. period ended2024-09-30
    13F 29,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $537,037.

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

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