Skip to content
Disclosery

Focus Partners Wealth: ED position timeline

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

Focus Partners Wealth held 137,209 ED 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 137,209 shares
    Change vs previous 13F +30,649 shares

    0.01% of the 13F portfolio, value $15,180,471.

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

    • Focus Partners Wealth: 126,137 shares
    • Focus Partners Advisor Solutions, LLC: 11,072 shares

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

  2. period ended2026-03-31
    13F 106,560 shares
    Change vs previous 13F +13,668 shares

    0.01% of the 13F portfolio, value $12,029,943.

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

    • Focus Partners Wealth: 96,003 shares
    • Focus Partners Advisor Solutions, LLC: 10,557 shares

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

  3. period ended2025-12-31
    13F 92,892 shares
    Change vs previous 13F +13,151 shares

    0.01% of the 13F portfolio, value $9,230,056.

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

    • Focus Partners Wealth: 80,871 shares
    • Focus Partners Advisor Solutions, LLC: 12,021 shares

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

  4. period ended2025-09-30
    13F 79,741 shares
    Change vs previous 13F +12,028 shares

    0.01% of the 13F portfolio, value $7,982,580.

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

    • Focus Partners Wealth: 55,830 shares
    • Focus Partners Advisor Solutions, LLC: 23,911 shares

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

  5. period ended2025-06-30
    13F 67,713 shares
    Change vs previous 13F -5,087 shares

    0.01% of the 13F portfolio, value $6,794,490.

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

    • Focus Partners Wealth: 55,314 shares
    • Focus Partners Advisor Solutions, LLC: 12,399 shares

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

  6. period ended2025-03-31
    13F/A 72,800 shares
    Change vs previous 13F -668 shares

    0.02% of the 13F portfolio, value $8,050,990.

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

    • Focus Partners Wealth: 55,342 shares
    • Focus Partners Advisor Solutions, LLC: 17,458 shares

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

  7. period ended2024-12-31
    13F/A 73,468 shares
    Change vs previous 13F +35,284 shares

    0.01% of the 13F portfolio, value $6,555,764.

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

    • Focus Partners Wealth: 56,262 shares
    • Focus Partners Advisor Solutions, LLC: 17,206 shares

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

  8. period ended2024-09-30
    13F 38,184 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,143,737.

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

    • Focus Partners Wealth: 24,554 shares
    • Focus Partners Advisor Solutions, LLC: 13,630 shares

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