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Focus Partners Wealth: DOW position timeline

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

Focus Partners Wealth held 233,562 DOW 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 233,562 shares
    Change vs previous 13F -18,165 shares

    0.01% of the 13F portfolio, value $6,390,031.

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

    • Focus Partners Wealth: 193,132 shares
    • Focus Partners Advisor Solutions, LLC: 40,430 shares

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

  2. period ended2026-03-31
    13F 251,727 shares
    Change vs previous 13F +142,564 shares

    0.01% of the 13F portfolio, value $10,484,688.

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

    • Focus Partners Wealth: 197,664 shares
    • Focus Partners Advisor Solutions, LLC: 54,063 shares

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

  3. period ended2025-12-31
    13F 109,163 shares
    Change vs previous 13F -35,533 shares

    <0.01% of the 13F portfolio, value $2,551,973.

    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 144,696 shares
    Change vs previous 13F -73,252 shares

    0.01% of the 13F portfolio, value $3,815,955.

    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 217,948 shares
    Change vs previous 13F -40,870 shares

    0.01% of the 13F portfolio, value $5,771,280.

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

    • Focus Partners Wealth: 217,948 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 258,818 shares
    Change vs previous 13F +13,866 shares

    0.02% of the 13F portfolio, value $9,038,039.

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

    • Focus Partners Wealth: 250,889 shares
    • Focus Partners Advisor Solutions, LLC: 7,929 shares

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

  7. period ended2024-12-31
    13F/A 244,952 shares
    Change vs previous 13F -14,441 shares

    0.02% of the 13F portfolio, value $9,830,011.

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

    • Focus Partners Wealth: 239,588 shares
    • Focus Partners Advisor Solutions, LLC: 5,364 shares

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

  8. period ended2024-09-30
    13F 259,393 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,168,020.

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

    • Focus Partners Wealth: 252,170 shares
    • Focus Partners Advisor Solutions, LLC: 7,223 shares

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