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Focus Partners Wealth: EPR position timeline

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

Focus Partners Wealth held 89,663 EPR 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 89,663 shares
    Change vs previous 13F +6,172 shares

    <0.01% of the 13F portfolio, value $5,201,895.

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

    • Focus Partners Wealth: 76,676 shares
    • Focus Partners Advisor Solutions, LLC: 12,987 shares

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

  2. period ended2026-03-31
    13F 83,491 shares
    Change vs previous 13F +20,958 shares

    <0.01% of the 13F portfolio, value $4,263,973.

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

    • Focus Partners Wealth: 66,843 shares
    • Focus Partners Advisor Solutions, LLC: 16,648 shares

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

  3. period ended2025-12-31
    13F 62,533 shares
    Change vs previous 13F +19,863 shares

    <0.01% of the 13F portfolio, value $3,120,579.

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

    • Focus Partners Wealth: 49,947 shares
    • Focus Partners Advisor Solutions, LLC: 12,586 shares

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

  4. period ended2025-09-30
    13F 42,670 shares
    Change vs previous 13F +18,453 shares

    <0.01% of the 13F portfolio, value $2,339,891.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,176 shares
    • Focus Partners Advisor Solutions, LLC: 25,494 shares

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

  5. period ended2025-06-30
    13F 24,217 shares
    Change vs previous 13F +10,820 shares

    <0.01% of the 13F portfolio, value $1,410,942.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,951 shares
    • Focus Partners Advisor Solutions, LLC: 13,266 shares

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

  6. period ended2025-03-31
    13F/A 13,397 shares
    Change vs previous 13F +5,598 shares

    <0.01% of the 13F portfolio, value $704,815.

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

    • Focus Partners Wealth: 8,861 shares
    • Focus Partners Advisor Solutions, LLC: 4,536 shares

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

  7. period ended2024-12-31
    13F/A 7,799 shares
    Change vs previous 13F -3,239 shares

    <0.01% of the 13F portfolio, value $345,340.

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

    • Focus Partners Wealth: 7,799 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 11,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $541,341.

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

    • Focus Partners Wealth: 6,157 shares
    • Focus Partners Advisor Solutions, LLC: 4,881 shares

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