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Focus Partners Wealth: DTM position timeline

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

Focus Partners Wealth held 325,382 DTM 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 325,382 shares
    Change vs previous 13F +37,165 shares

    0.05% of the 13F portfolio, value $47,755,467.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 288,217 shares
    Change vs previous 13F +26,424 shares

    0.04% of the 13F portfolio, value $38,815,324.

    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 261,793 shares
    Change vs previous 13F +11,758 shares

    0.03% of the 13F portfolio, value $29,734,580.

    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 250,035 shares
    Change vs previous 13F -1,883 shares

    0.05% of the 13F portfolio, value $28,263,033.

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

    • Focus Partners Wealth: 250,035 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 251,918 shares
    Change vs previous 13F -1,690 shares

    0.05% of the 13F portfolio, value $27,688,488.

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

    • Focus Partners Wealth: 249,084 shares
    • Focus Partners Advisor Solutions, LLC: 2,834 shares

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

  6. period ended2025-03-31
    13F/A 253,608 shares
    Change vs previous 13F +4,607 shares

    0.05% of the 13F portfolio, value $24,468,183.

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

    • Focus Partners Wealth: 248,327 shares
    • Focus Partners Advisor Solutions, LLC: 5,281 shares

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

  7. period ended2024-12-31
    13F/A 249,001 shares
    Change vs previous 13F -2,769 shares

    0.06% of the 13F portfolio, value $24,758,219.

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

    • Focus Partners Wealth: 243,807 shares
    • Focus Partners Advisor Solutions, LLC: 5,194 shares

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

  8. period ended2024-09-30
    13F 251,770 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $19,804,288.

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

    • Focus Partners Wealth: 246,067 shares
    • Focus Partners Advisor Solutions, LLC: 5,703 shares

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