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Disclosery

Focus Partners Wealth: DWM position timeline

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

Focus Partners Wealth held 16,934 DWM 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 16,934 shares
    Change vs previous 13F -898 shares

    <0.01% of the 13F portfolio, value $1,239,910.

    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 17,832 shares
    Change vs previous 13F +1,945 shares

    <0.01% of the 13F portfolio, value $1,246,323.

    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 15,887 shares
    Change vs previous 13F -4,100 shares

    <0.01% of the 13F portfolio, value $1,092,453.

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

    • Focus Partners Wealth: 15,887 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 19,987 shares
    Change vs previous 13F +15,113 shares

    <0.01% of the 13F portfolio, value $1,326,900.

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

    • Focus Partners Wealth: 15,817 shares
    • Focus Partners Advisor Solutions, LLC: 4,170 shares

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

  5. period ended2025-06-30
    13F 4,874 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $309,764.

    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 4,874 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $283,422.

    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 4,911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,762.

    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).