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Focus Partners Wealth: DRI position timeline

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

Focus Partners Wealth held 52,590 DRI 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 52,590 shares
    Change vs previous 13F +7,954 shares

    0.01% of the 13F portfolio, value $10,834,292.

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

    • Focus Partners Wealth: 49,452 shares
    • Focus Partners Advisor Solutions, LLC: 3,138 shares

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

  2. period ended2026-03-31
    13F 44,636 shares
    Change vs previous 13F -792 shares

    0.01% of the 13F portfolio, value $8,750,732.

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

    • Focus Partners Wealth: 42,612 shares
    • Focus Partners Advisor Solutions, LLC: 2,024 shares

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

  3. period ended2025-12-31
    13F 45,428 shares
    Change vs previous 13F +28,779 shares

    0.01% of the 13F portfolio, value $8,359,988.

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

    • Focus Partners Wealth: 43,810 shares
    • Focus Partners Advisor Solutions, LLC: 1,618 shares

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

  4. period ended2025-09-30
    13F 16,649 shares
    Change vs previous 13F -3,849 shares

    0.01% of the 13F portfolio, value $3,130,938.

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

    • Focus Partners Wealth: 16,649 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 20,498 shares
    Change vs previous 13F +1,181 shares

    0.01% of the 13F portfolio, value $4,467,830.

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

    • Focus Partners Wealth: 17,388 shares
    • Focus Partners Advisor Solutions, LLC: 3,110 shares

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

  6. period ended2025-03-31
    13F/A 19,317 shares
    Change vs previous 13F +209 shares

    0.01% of the 13F portfolio, value $4,013,247.

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

    • Focus Partners Wealth: 17,109 shares
    • Focus Partners Advisor Solutions, LLC: 2,208 shares

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

  7. period ended2024-12-31
    13F/A 19,108 shares
    Change vs previous 13F +10,692 shares

    0.01% of the 13F portfolio, value $3,567,275.

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

    • Focus Partners Wealth: 17,916 shares
    • Focus Partners Advisor Solutions, LLC: 1,192 shares

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

  8. period ended2024-09-30
    13F 8,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,381,318.

    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).