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Focus Partners Wealth: DSI position timeline

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

Focus Partners Wealth held 149,529 DSI 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 149,529 shares
    Change vs previous 13F +1,340 shares

    0.02% of the 13F portfolio, value $21,291,626.

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

    • Focus Partners Wealth: 137,461 shares
    • Focus Partners Advisor Solutions, LLC: 12,068 shares

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

  2. period ended2026-03-31
    13F 148,189 shares
    Change vs previous 13F -5,529 shares

    0.02% of the 13F portfolio, value $17,980,533.

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

    • Focus Partners Wealth: 136,822 shares
    • Focus Partners Advisor Solutions, LLC: 11,367 shares

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

  3. period ended2025-12-31
    13F 153,718 shares
    Change vs previous 13F +34,209 shares

    0.02% of the 13F portfolio, value $19,803,194.

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

    • Focus Partners Wealth: 142,366 shares
    • Focus Partners Advisor Solutions, LLC: 11,352 shares

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

  4. period ended2025-09-30
    13F 119,509 shares
    Change vs previous 13F +29,498 shares

    0.02% of the 13F portfolio, value $15,253,614.

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

    • Focus Partners Wealth: 102,267 shares
    • Focus Partners Advisor Solutions, LLC: 17,242 shares

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

  5. period ended2025-06-30
    13F 90,011 shares
    Change vs previous 13F +35,430 shares

    0.02% of the 13F portfolio, value $10,455,883.

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

    • Focus Partners Wealth: 81,495 shares
    • Focus Partners Advisor Solutions, LLC: 8,516 shares

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

  6. period ended2025-03-31
    13F/A 54,581 shares
    Change vs previous 13F -17,219 shares

    0.01% of the 13F portfolio, value $5,589,702.

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

    • Focus Partners Wealth: 49,121 shares
    • Focus Partners Advisor Solutions, LLC: 5,460 shares

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

  7. period ended2024-12-31
    13F/A 71,800 shares
    Change vs previous 13F +30,782 shares

    0.02% of the 13F portfolio, value $7,916,133.

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

    • Focus Partners Wealth: 68,297 shares
    • Focus Partners Advisor Solutions, LLC: 3,503 shares

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

  8. period ended2024-09-30
    13F 41,018 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,462,432.

    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).