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Focus Partners Wealth: EIX position timeline

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

Focus Partners Wealth held 324,395 EIX 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 324,395 shares
    Change vs previous 13F -25,713 shares

    0.02% of the 13F portfolio, value $24,151,409.

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

    • Focus Partners Wealth: 262,903 shares
    • Focus Partners Advisor Solutions, LLC: 61,492 shares

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

  2. period ended2026-03-31
    13F 350,108 shares
    Change vs previous 13F +43,406 shares

    0.03% of the 13F portfolio, value $25,620,928.

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

    • Focus Partners Wealth: 263,771 shares
    • Focus Partners Advisor Solutions, LLC: 86,337 shares

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

  3. period ended2025-12-31
    13F 306,702 shares
    Change vs previous 13F +124,399 shares

    0.02% of the 13F portfolio, value $18,408,389.

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

    • Focus Partners Wealth: 236,168 shares
    • Focus Partners Advisor Solutions, LLC: 70,534 shares

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

  4. period ended2025-09-30
    13F 182,303 shares
    Change vs previous 13F +30,839 shares

    0.01% of the 13F portfolio, value $10,123,255.

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

    • Focus Partners Wealth: 140,865 shares
    • Focus Partners Advisor Solutions, LLC: 41,438 shares

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

  5. period ended2025-06-30
    13F 151,464 shares
    Change vs previous 13F +30,103 shares

    0.01% of the 13F portfolio, value $7,815,260.

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

    • Focus Partners Wealth: 118,649 shares
    • Focus Partners Advisor Solutions, LLC: 32,815 shares

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

  6. period ended2025-03-31
    13F/A 121,361 shares
    Change vs previous 13F +30,431 shares

    0.02% of the 13F portfolio, value $7,150,555.

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

    • Focus Partners Wealth: 105,695 shares
    • Focus Partners Advisor Solutions, LLC: 15,666 shares

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

  7. period ended2024-12-31
    13F/A 90,930 shares
    Change vs previous 13F -1,850 shares

    0.02% of the 13F portfolio, value $7,259,981.

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

    • Focus Partners Wealth: 90,930 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 92,780 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,080,247.

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

    • Focus Partners Wealth: 89,461 shares
    • Focus Partners Advisor Solutions, LLC: 3,319 shares

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