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Focus Partners Wealth: EFX position timeline

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

Focus Partners Wealth held 27,358 EFX 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 27,358 shares
    Change vs previous 13F +1,964 shares

    <0.01% of the 13F portfolio, value $4,342,300.

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

    • Focus Partners Wealth: 20,550 shares
    • Focus Partners Advisor Solutions, LLC: 6,808 shares

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

  2. period ended2026-03-31
    13F 25,394 shares
    Change vs previous 13F +11,662 shares

    <0.01% of the 13F portfolio, value $4,572,757.

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

    • Focus Partners Wealth: 19,452 shares
    • Focus Partners Advisor Solutions, LLC: 5,942 shares

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

  3. period ended2025-12-31
    13F 13,732 shares
    Change vs previous 13F +7,104 shares

    <0.01% of the 13F portfolio, value $3,099,183.

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

    • Focus Partners Wealth: 13,732 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 6,628 shares
    Change vs previous 13F +1,734 shares

    <0.01% of the 13F portfolio, value $1,526,744.

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

    • Focus Partners Wealth: 5,553 shares
    • Focus Partners Advisor Solutions, LLC: 1,075 shares

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

  5. period ended2025-06-30
    13F 4,894 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $1,269,300.

    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 4,685 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $1,141,006.

    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 4,757 shares
    Change vs previous 13F +1,310 shares

    <0.01% of the 13F portfolio, value $1,212,243.

    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 3,447 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,012,845.

    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).