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Focus Partners Wealth: EXE position timeline

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

Focus Partners Wealth held 170,343 EXE 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 170,343 shares
    Change vs previous 13F +11,877 shares

    0.01% of the 13F portfolio, value $15,533,721.

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

    • Focus Partners Wealth: 156,445 shares
    • Focus Partners Advisor Solutions, LLC: 13,898 shares

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

  2. period ended2026-03-31
    13F 158,466 shares
    Change vs previous 13F +32,285 shares

    0.02% of the 13F portfolio, value $17,384,258.

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

    • Focus Partners Wealth: 144,000 shares
    • Focus Partners Advisor Solutions, LLC: 14,466 shares

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

  3. period ended2025-12-31
    13F 126,181 shares
    Change vs previous 13F +3,449 shares

    0.01% of the 13F portfolio, value $13,475,685.

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

    • Focus Partners Wealth: 119,945 shares
    • Focus Partners Advisor Solutions, LLC: 6,236 shares

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

  4. period ended2025-09-30
    13F 122,732 shares
    Change vs previous 13F +118,222 shares

    0.02% of the 13F portfolio, value $13,040,499.

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

    • Focus Partners Wealth: 114,612 shares
    • Focus Partners Advisor Solutions, LLC: 8,120 shares

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

  5. period ended2025-06-30
    13F 4,510 shares
    Change vs previous 13F +2,665 shares

    <0.01% of the 13F portfolio, value $527,821.

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

    • Focus Partners Wealth: 2,723 shares
    • Focus Partners Advisor Solutions, LLC: 1,787 shares

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

  6. period ended2025-03-31
    13F/A 1,845 shares
    Change vs previous 13F -880 shares

    <0.01% of the 13F portfolio, value $205,334.

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

    • Focus Partners Wealth: 1,845 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 2,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,274.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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