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Disclosery

Focus Partners Wealth: EL position timeline

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

Focus Partners Wealth held 4,761 EL 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 4,761 shares
    Change vs previous 13F -1,239 shares

    <0.01% of the 13F portfolio, value $375,946.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 6,000 shares
    Change vs previous 13F -2,736 shares

    <0.01% of the 13F portfolio, value $430,652.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 8,736 shares
    Change vs previous 13F +5,537 shares

    <0.01% of the 13F portfolio, value $914,835.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 3,199 shares
    Change vs previous 13F -2,812 shares

    <0.01% of the 13F portfolio, value $281,971.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 6,011 shares
    Change vs previous 13F +2,934 shares

    <0.01% of the 13F portfolio, value $485,802.

    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 3,077 shares
    Change vs previous 13F -3,593 shares

    <0.01% of the 13F portfolio, value $203,127.

    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 6,670 shares
    Change vs previous 13F -22,359 shares

    <0.01% of the 13F portfolio, value $500,194.

    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 29,029 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,795,161.

    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).