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Disclosery

Focus Partners Wealth: DT position timeline

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

Focus Partners Wealth held 125,033 DT 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 125,033 shares
    Change vs previous 13F +33,011 shares

    0.01% of the 13F portfolio, value $5,481,911.

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

    • Focus Partners Wealth: 117,731 shares
    • Focus Partners Advisor Solutions, LLC: 7,302 shares

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

  2. period ended2026-03-31
    13F 92,022 shares
    Change vs previous 13F -118,467 shares

    <0.01% of the 13F portfolio, value $3,369,565.

    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 210,489 shares
    Change vs previous 13F +165,629 shares

    0.01% of the 13F portfolio, value $9,122,589.

    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 44,860 shares
    Change vs previous 13F -120,459 shares

    <0.01% of the 13F portfolio, value $2,145,944.

    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 165,319 shares
    Change vs previous 13F +157,682 shares

    0.02% of the 13F portfolio, value $9,127,263.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 7,637 shares
    Change vs previous 13F -2,261 shares

    <0.01% of the 13F portfolio, value $360,086.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 9,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $537,956.

    13F-HR/A 0001085146-25-003414 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).