Skip to content
Disclosery

Focus Partners Wealth: EW position timeline

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

Focus Partners Wealth held 8,028 EW 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 8,028 shares
    Change vs previous 13F -8,984 shares

    <0.01% of the 13F portfolio, value $726,269.

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

    • Focus Partners Wealth: 8,028 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 17,012 shares
    Change vs previous 13F -26,383 shares

    <0.01% of the 13F portfolio, value $1,366,972.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,919 shares
    • Focus Partners Advisor Solutions, LLC: 13,093 shares

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

  3. period ended2025-12-31
    13F 43,395 shares
    Change vs previous 13F +19,036 shares

    <0.01% of the 13F portfolio, value $3,699,466.

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

    • Focus Partners Wealth: 28,922 shares
    • Focus Partners Advisor Solutions, LLC: 14,473 shares

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

  4. period ended2025-09-30
    13F 24,359 shares
    Change vs previous 13F +4,550 shares

    <0.01% of the 13F portfolio, value $1,942,833.

    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: 9,959 shares
    • Focus Partners Advisor Solutions, LLC: 14,400 shares

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

  5. period ended2025-06-30
    13F 19,809 shares
    Change vs previous 13F -54,851 shares

    <0.01% of the 13F portfolio, value $1,549,068.

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

    • Focus Partners Wealth: 10,921 shares
    • Focus Partners Advisor Solutions, LLC: 8,888 shares

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

  6. period ended2025-03-31
    13F/A 74,660 shares
    Change vs previous 13F +1,725 shares

    0.01% of the 13F portfolio, value $5,411,316.

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

    • Focus Partners Wealth: 67,271 shares
    • Focus Partners Advisor Solutions, LLC: 7,389 shares

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

  7. period ended2024-12-31
    13F/A 72,935 shares
    Change vs previous 13F +20,729 shares

    0.01% of the 13F portfolio, value $5,399,462.

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

    • Focus Partners Wealth: 68,741 shares
    • Focus Partners Advisor Solutions, LLC: 4,194 shares

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

  8. period ended2024-09-30
    13F 52,206 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,445,125.

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

    • Focus Partners Wealth: 44,033 shares
    • Focus Partners Advisor Solutions, LLC: 8,173 shares

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