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Disclosery

Focus Partners Wealth: EG position timeline

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

Focus Partners Wealth held 7,337 EG 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 7,337 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $2,621,222.

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

    • Focus Partners Wealth: 6,001 shares
    • Focus Partners Advisor Solutions, LLC: 1,336 shares

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

  2. period ended2026-03-31
    13F 6,985 shares
    Change vs previous 13F -4,659 shares

    <0.01% of the 13F portfolio, value $2,277,570.

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

    • Focus Partners Wealth: 5,733 shares
    • Focus Partners Advisor Solutions, LLC: 1,252 shares

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

  3. period ended2025-12-31
    13F 11,644 shares
    Change vs previous 13F -3,468 shares

    <0.01% of the 13F portfolio, value $3,951,667.

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

    • Focus Partners Wealth: 8,021 shares
    • Focus Partners Advisor Solutions, LLC: 3,623 shares

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

  4. period ended2025-09-30
    13F 15,112 shares
    Change vs previous 13F +9,231 shares

    0.01% of the 13F portfolio, value $5,152,007.

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

    • Focus Partners Wealth: 9,276 shares
    • Focus Partners Advisor Solutions, LLC: 5,836 shares

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

  5. period ended2025-06-30
    13F 5,881 shares
    Change vs previous 13F +3,354 shares

    <0.01% of the 13F portfolio, value $1,998,777.

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

    • Focus Partners Wealth: 4,085 shares
    • Focus Partners Advisor Solutions, LLC: 1,796 shares

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

  6. period ended2025-03-31
    13F/A 2,527 shares
    Change vs previous 13F -9,025 shares

    <0.01% of the 13F portfolio, value $918,213.

    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 11,552 shares
    Change vs previous 13F -52,007 shares

    0.01% of the 13F portfolio, value $4,187,215.

    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 63,559 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,582,599.

    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).