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Focus Partners Wealth: DLN position timeline

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

Focus Partners Wealth held 2,619,637 DLN 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 2,619,637 shares
    Change vs previous 13F +24,372 shares

    0.23% of the 13F portfolio, value $252,323,453.

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

    • Focus Partners Wealth: 2,612,755 shares
    • Focus Partners Advisor Solutions, LLC: 6,882 shares

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

  2. period ended2026-03-31
    13F 2,595,265 shares
    Change vs previous 13F +9,031 shares

    0.23% of the 13F portfolio, value $231,835,124.

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

    • Focus Partners Wealth: 2,588,235 shares
    • Focus Partners Advisor Solutions, LLC: 7,030 shares

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

  3. period ended2025-12-31
    13F 2,586,234 shares
    Change vs previous 13F +114,520 shares

    0.24% of the 13F portfolio, value $227,795,536.

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

    • Focus Partners Wealth: 2,579,158 shares
    • Focus Partners Advisor Solutions, LLC: 7,076 shares

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

  4. period ended2025-09-30
    13F 2,471,714 shares
    Change vs previous 13F +52,953 shares

    0.3% of the 13F portfolio, value $215,113,337.

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

    • Focus Partners Wealth: 2,462,898 shares
    • Focus Partners Advisor Solutions, LLC: 8,816 shares

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

  5. period ended2025-06-30
    13F 2,418,761 shares
    Change vs previous 13F +40,866 shares

    0.37% of the 13F portfolio, value $198,677,040.

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

    • Focus Partners Wealth: 2,411,847 shares
    • Focus Partners Advisor Solutions, LLC: 6,914 shares

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

  6. period ended2025-03-31
    13F/A 2,377,895 shares
    Change vs previous 13F +22,148 shares

    0.41% of the 13F portfolio, value $188,733,514.

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

    • Focus Partners Wealth: 2,370,981 shares
    • Focus Partners Advisor Solutions, LLC: 6,914 shares

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

  7. period ended2024-12-31
    13F/A 2,355,747 shares
    Change vs previous 13F +2,332,908 shares

    0.41% of the 13F portfolio, value $183,253,512.

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

    • Focus Partners Wealth: 2,350,826 shares
    • Focus Partners Advisor Solutions, LLC: 4,921 shares

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

  8. period ended2024-09-30
    13F 22,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,794,205.

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

    • Focus Partners Wealth: 19,630 shares
    • Focus Partners Advisor Solutions, LLC: 3,209 shares

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