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Disclosery

Focus Partners Wealth: EDIT position timeline

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

Focus Partners Wealth held 27,264 EDIT 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 27,264 shares
    Change vs previous 13F -9,139 shares

    <0.01% of the 13F portfolio, value $88,336.

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

    • Focus Partners Wealth: 27,264 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 36,403 shares
    Change vs previous 13F +22,545 shares

    <0.01% of the 13F portfolio, value $89,917.

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

    • Focus Partners Wealth: 21,597 shares
    • Focus Partners Advisor Solutions, LLC: 14,806 shares

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

  3. period ended2025-12-31
    13F 13,858 shares
    Change vs previous 13F -16,538 shares

    <0.01% of the 13F portfolio, value $28,410.

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

    • Focus Partners Wealth: 13,858 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 30,396 shares
    Change vs previous 13F -5,177 shares

    <0.01% of the 13F portfolio, value $103,193.

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

    • Focus Partners Wealth: 19,232 shares
    • Focus Partners Advisor Solutions, LLC: 11,164 shares

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

  5. period ended2025-06-30
    13F 35,573 shares
    Change vs previous 13F +5,821 shares

    <0.01% of the 13F portfolio, value $78,261.

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

    • Focus Partners Wealth: 20,812 shares
    • Focus Partners Advisor Solutions, LLC: 14,761 shares

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

  6. period ended2025-03-31
    13F/A 29,752 shares
    Change vs previous 13F +17,963 shares

    <0.01% of the 13F portfolio, value $34,512.

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

    • Focus Partners Wealth: 18,750 shares
    • Focus Partners Advisor Solutions, LLC: 11,002 shares

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

  7. period ended2024-12-31
    13F/A 11,789 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,974.

    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).