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Disclosery

Focus Partners Wealth: EQTY position timeline

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

Focus Partners Wealth held 43,870,772 EQTY 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 43,870,772 shares
    Change vs previous 13F -696,937 shares

    1.26% of the 13F portfolio, value $1,226,111,134.

    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 44,567,709 shares
    Change vs previous 13F -474,503 shares

    1.26% of the 13F portfolio, value $1,136,075,289.

    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 45,042,212 shares
    Change vs previous 13F +44,951,222 shares

    1.39% of the 13F portfolio, value $1,215,839,902.

    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 90,990 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,335,703.

    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 90,990 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $2,278,379.

    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 90,991 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $2,110,072.

    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 90,768 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $2,156,660.

    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 90,770 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,109,943.

    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).