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Focus Partners Wealth: DOL position timeline

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

Focus Partners Wealth held 8,969 DOL 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 8,969 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $667,000.

    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 8,986 shares
    Change vs previous 13F -1,170 shares

    <0.01% of the 13F portfolio, value $610,986.

    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 10,156 shares
    Change vs previous 13F +1,782 shares

    <0.01% of the 13F portfolio, value $668,764.

    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 8,374 shares
    Change vs previous 13F -5,030 shares

    <0.01% of the 13F portfolio, value $521,293.

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

    • Focus Partners Wealth: 8,374 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 13,404 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $798,447.

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

    • Focus Partners Wealth: 8,158 shares
    • Focus Partners Advisor Solutions, LLC: 5,246 shares

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

  6. period ended2025-03-31
    13F/A 13,361 shares
    Change vs previous 13F +1,399 shares

    <0.01% of the 13F portfolio, value $735,811.

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

    • Focus Partners Wealth: 8,115 shares
    • Focus Partners Advisor Solutions, LLC: 5,246 shares

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

  7. period ended2024-12-31
    13F/A 11,962 shares
    Change vs previous 13F +6,499 shares

    <0.01% of the 13F portfolio, value $591,379.

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

    • Focus Partners Wealth: 7,852 shares
    • Focus Partners Advisor Solutions, LLC: 4,110 shares

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

  8. period ended2024-09-30
    13F 5,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,816.

    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).