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Focus Partners Wealth: EXLS position timeline

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

Focus Partners Wealth held 31,889 EXLS 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 31,889 shares
    Change vs previous 13F -28,008 shares

    <0.01% of the 13F portfolio, value $824,674.

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

    • Focus Partners Wealth: 21,040 shares
    • Focus Partners Advisor Solutions, LLC: 10,849 shares

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

  2. period ended2026-03-31
    13F 59,897 shares
    Change vs previous 13F +42,160 shares

    <0.01% of the 13F portfolio, value $1,831,415.

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

    • Focus Partners Wealth: 43,122 shares
    • Focus Partners Advisor Solutions, LLC: 16,775 shares

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

  3. period ended2025-12-31
    13F 17,737 shares
    Change vs previous 13F +4,538 shares

    <0.01% of the 13F portfolio, value $752,763.

    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: 8,131 shares
    • Focus Partners Advisor Solutions, LLC: 9,606 shares

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

  4. period ended2025-09-30
    13F 13,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $564,903.

    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: 6,178 shares
    • Focus Partners Advisor Solutions, LLC: 7,021 shares

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