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Disclosery

Focus Partners Wealth: EA position timeline

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

Focus Partners Wealth held 21,391 EA 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 21,391 shares
    Change vs previous 13F -3,018 shares

    <0.01% of the 13F portfolio, value $4,386,454.

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

    • Focus Partners Wealth: 19,792 shares
    • Focus Partners Advisor Solutions, LLC: 1,599 shares

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

  2. period ended2026-03-31
    13F 24,409 shares
    Change vs previous 13F -12,352 shares

    <0.01% of the 13F portfolio, value $4,974,332.

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

    • Focus Partners Wealth: 20,841 shares
    • Focus Partners Advisor Solutions, LLC: 3,568 shares

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

  3. period ended2025-12-31
    13F 36,761 shares
    Change vs previous 13F +23,159 shares

    0.01% of the 13F portfolio, value $7,511,705.

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

    • Focus Partners Wealth: 33,432 shares
    • Focus Partners Advisor Solutions, LLC: 3,329 shares

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

  4. period ended2025-09-30
    13F 13,602 shares
    Change vs previous 13F -1,128 shares

    <0.01% of the 13F portfolio, value $2,598,535.

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

    • Focus Partners Wealth: 11,814 shares
    • Focus Partners Advisor Solutions, LLC: 1,788 shares

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

  5. period ended2025-06-30
    13F 14,730 shares
    Change vs previous 13F +836 shares

    <0.01% of the 13F portfolio, value $2,352,076.

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

    • Focus Partners Wealth: 11,998 shares
    • Focus Partners Advisor Solutions, LLC: 2,732 shares

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

  6. period ended2025-03-31
    13F/A 13,894 shares
    Change vs previous 13F +3,470 shares

    <0.01% of the 13F portfolio, value $2,008,092.

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

    • Focus Partners Wealth: 11,685 shares
    • Focus Partners Advisor Solutions, LLC: 2,209 shares

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

  7. period ended2024-12-31
    13F/A 10,424 shares
    Change vs previous 13F +5,727 shares

    <0.01% of the 13F portfolio, value $1,525,215.

    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).

  8. period ended2024-09-30
    13F 4,697 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $673,777.

    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).