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Focus Partners Wealth: ETHE position timeline

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

Focus Partners Wealth held 173,884 ETHE 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 173,884 shares
    Change vs previous 13F -2,726 shares

    <0.01% of the 13F portfolio, value $2,218,762.

    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 176,610 shares
    Change vs previous 13F +22,876 shares

    <0.01% of the 13F portfolio, value $3,014,726.

    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 153,734 shares
    Change vs previous 13F +28,453 shares

    <0.01% of the 13F portfolio, value $3,524,263.

    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 125,281 shares
    Change vs previous 13F +8,772 shares

    0.01% of the 13F portfolio, value $4,293,408.

    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 116,509 shares
    Change vs previous 13F -580 shares

    0.01% of the 13F portfolio, value $2,430,379.

    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 117,089 shares
    Change vs previous 13F +11,252 shares

    <0.01% of the 13F portfolio, value $1,782,095.

    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 105,837 shares
    Change vs previous 13F -634,333 shares

    0.01% of the 13F portfolio, value $2,965,554.

    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 740,170 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,535,992.

    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).