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Focus Partners Wealth: ET position timeline

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

Focus Partners Wealth held 613,982 ET 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 613,982 shares
    Change vs previous 13F +145,674 shares

    0.01% of the 13F portfolio, value $11,739,354.

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

    • Focus Partners Wealth: 587,813 shares
    • Focus Partners Advisor Solutions, LLC: 26,169 shares

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

  2. period ended2026-03-31
    13F 468,308 shares
    Change vs previous 13F -8,184 shares

    0.01% of the 13F portfolio, value $9,038,371.

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

    • Focus Partners Wealth: 436,323 shares
    • Focus Partners Advisor Solutions, LLC: 31,985 shares

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

  3. period ended2025-12-31
    13F 476,492 shares
    Change vs previous 13F +162,802 shares

    0.01% of the 13F portfolio, value $7,914,328.

    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 313,690 shares
    Change vs previous 13F -21,613 shares

    0.01% of the 13F portfolio, value $5,383,550.

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

    • Focus Partners Wealth: 313,690 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 335,303 shares
    Change vs previous 13F +59,605 shares

    0.01% of the 13F portfolio, value $6,079,074.

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

    • Focus Partners Wealth: 286,944 shares
    • Focus Partners Advisor Solutions, LLC: 48,359 shares

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

  6. period ended2025-03-31
    13F/A 275,698 shares
    Change vs previous 13F -47,167 shares

    0.01% of the 13F portfolio, value $5,125,268.

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

    • Focus Partners Wealth: 275,698 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 322,865 shares
    Change vs previous 13F -18,873 shares

    0.01% of the 13F portfolio, value $6,324,964.

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

    • Focus Partners Wealth: 264,572 shares
    • Focus Partners Advisor Solutions, LLC: 58,293 shares

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

  8. period ended2024-09-30
    13F 341,738 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,484,893.

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

    • Focus Partners Wealth: 306,322 shares
    • Focus Partners Advisor Solutions, LLC: 35,416 shares

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