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Focus Partners Wealth: DLS position timeline

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

Focus Partners Wealth held 18,524 DLS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,524 shares
    Change vs previous 13F -18,598 shares

    0.01% of the 13F portfolio, value $1,552,210.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 37,122 shares
    Change vs previous 13F -5,269 shares

    0.03% of the 13F portfolio, value $3,025,454.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 37,122 shares

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

  3. period ended2025-12-31
    13F 42,391 shares
    Change vs previous 13F -36,001 shares

    <0.01% of the 13F portfolio, value $3,434,122.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,743 shares
    • Focus Partners Advisor Solutions, LLC: 39,648 shares

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

  4. period ended2025-09-30
    13F 78,392 shares
    Change vs previous 13F +26,935 shares

    0.01% of the 13F portfolio, value $6,133,641.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,606 shares
    • Focus Partners Advisor Solutions, LLC: 75,786 shares

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

  5. period ended2025-06-30
    13F 51,457 shares
    Change vs previous 13F -4,889 shares

    0.01% of the 13F portfolio, value $3,864,790.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,091 shares
    • Focus Partners Advisor Solutions, LLC: 48,366 shares

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

  6. period ended2025-03-31
    13F/A 56,346 shares
    Change vs previous 13F +6,255 shares

    0.01% of the 13F portfolio, value $3,718,951.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,844 shares
    • Focus Partners Advisor Solutions, LLC: 52,502 shares

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

  7. period ended2024-12-31
    13F 50,091 shares
    Change vs previous 13F -620 shares

    0.05% of the 13F portfolio, value $3,153,232.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    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 50,711 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,501,599.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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