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Focus Partners Wealth: DTE position timeline

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

Focus Partners Wealth held 276,044 DTE 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 276,044 shares
    Change vs previous 13F +41,548 shares

    0.04% of the 13F portfolio, value $42,069,210.

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

    • Focus Partners Wealth: 268,718 shares
    • Focus Partners Advisor Solutions, LLC: 7,326 shares

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

  2. period ended2026-03-31
    13F 234,496 shares
    Change vs previous 13F +10,595 shares

    0.04% of the 13F portfolio, value $34,294,141.

    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 223,901 shares
    Change vs previous 13F +13,025 shares

    0.03% of the 13F portfolio, value $30,705,920.

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

    • Focus Partners Wealth: 223,901 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 210,876 shares
    Change vs previous 13F +22,706 shares

    0.04% of the 13F portfolio, value $29,675,863.

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

    • Focus Partners Wealth: 207,530 shares
    • Focus Partners Advisor Solutions, LLC: 3,346 shares

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

  5. period ended2025-06-30
    13F 188,170 shares
    Change vs previous 13F -986 shares

    0.05% of the 13F portfolio, value $24,925,114.

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

    • Focus Partners Wealth: 183,512 shares
    • Focus Partners Advisor Solutions, LLC: 4,658 shares

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

  6. period ended2025-03-31
    13F/A 189,156 shares
    Change vs previous 13F +6,607 shares

    0.06% of the 13F portfolio, value $26,154,700.

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

    • Focus Partners Wealth: 181,905 shares
    • Focus Partners Advisor Solutions, LLC: 7,251 shares

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

  7. period ended2024-12-31
    13F/A 182,549 shares
    Change vs previous 13F +19,101 shares

    0.05% of the 13F portfolio, value $22,042,726.

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

    • Focus Partners Wealth: 175,666 shares
    • Focus Partners Advisor Solutions, LLC: 6,883 shares

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

  8. period ended2024-09-30
    13F 163,448 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,988,393.

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

    • Focus Partners Wealth: 154,739 shares
    • Focus Partners Advisor Solutions, LLC: 8,709 shares

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