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Focus Partners Wealth: EWX position timeline

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

Focus Partners Wealth held 54,871 EWX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,871 shares
    Change vs previous 13F +1,901 shares

    <0.01% of the 13F portfolio, value $4,077,209.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,281 shares
    • Focus Partners Advisor Solutions, LLC: 48,590 shares

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

  2. period ended2026-03-31
    13F 52,970 shares
    Change vs previous 13F +16,205 shares

    <0.01% of the 13F portfolio, value $3,502,408.

    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: 6,139 shares
    • Focus Partners Advisor Solutions, LLC: 46,831 shares

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

  3. period ended2025-12-31
    13F 36,765 shares
    Change vs previous 13F +30,139 shares

    <0.01% of the 13F portfolio, value $2,413,883.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,646 shares
    • Focus Partners Advisor Solutions, LLC: 30,119 shares

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

  4. period ended2025-09-30
    13F 6,626 shares
    Change vs previous 13F -3,027 shares

    <0.01% of the 13F portfolio, value $445,923.

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

    • Focus Partners Wealth: 6,626 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 9,653 shares
    Change vs previous 13F +3,361 shares

    <0.01% of the 13F portfolio, value $598,802.

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

    • Focus Partners Wealth: 6,401 shares
    • Focus Partners Advisor Solutions, LLC: 3,252 shares

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

  6. period ended2025-03-31
    13F/A 6,292 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $356,296.

    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 6,292 shares
    Change vs previous 13F -4,099 shares

    <0.01% of the 13F portfolio, value $368,755.

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

    • Focus Partners Wealth: 6,292 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 10,391 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $648,188.

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

    • Focus Partners Wealth: 7,125 shares
    • Focus Partners Advisor Solutions, LLC: 3,266 shares

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