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Focus Partners Wealth: EXC position timeline

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

Focus Partners Wealth held 147,533 EXC 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 147,533 shares
    Change vs previous 13F +11,132 shares

    0.01% of the 13F portfolio, value $6,878,475.

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

    • Focus Partners Wealth: 131,391 shares
    • Focus Partners Advisor Solutions, LLC: 16,142 shares

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

  2. period ended2026-03-31
    13F 136,401 shares
    Change vs previous 13F -277,615 shares

    0.01% of the 13F portfolio, value $6,657,702.

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

    • Focus Partners Wealth: 121,243 shares
    • Focus Partners Advisor Solutions, LLC: 15,158 shares

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

  3. period ended2025-12-31
    13F 414,016 shares
    Change vs previous 13F +19,846 shares

    0.02% of the 13F portfolio, value $18,047,941.

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

    • Focus Partners Wealth: 414,016 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 394,170 shares
    Change vs previous 13F +338,527 shares

    0.03% of the 13F portfolio, value $17,895,983.

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

    • Focus Partners Wealth: 384,315 shares
    • Focus Partners Advisor Solutions, LLC: 9,855 shares

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

  5. period ended2025-06-30
    13F 55,643 shares
    Change vs previous 13F -1,530 shares

    <0.01% of the 13F portfolio, value $2,415,193.

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

    • Focus Partners Wealth: 41,400 shares
    • Focus Partners Advisor Solutions, LLC: 14,243 shares

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

  6. period ended2025-03-31
    13F/A 57,173 shares
    Change vs previous 13F +5,589 shares

    0.01% of the 13F portfolio, value $2,634,658.

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

    • Focus Partners Wealth: 39,831 shares
    • Focus Partners Advisor Solutions, LLC: 17,342 shares

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

  7. period ended2024-12-31
    13F/A 51,584 shares
    Change vs previous 13F +3,481 shares

    <0.01% of the 13F portfolio, value $1,941,653.

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

    • Focus Partners Wealth: 40,451 shares
    • Focus Partners Advisor Solutions, LLC: 11,133 shares

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

  8. period ended2024-09-30
    13F 48,103 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,948,401.

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

    • Focus Partners Wealth: 29,295 shares
    • Focus Partners Advisor Solutions, LLC: 18,808 shares

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