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Focus Partners Wealth: EXPE position timeline

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

Focus Partners Wealth held 104,643 EXPE 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 104,643 shares
    Change vs previous 13F +6,415 shares

    0.02% of the 13F portfolio, value $26,778,263.

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

    • Focus Partners Wealth: 94,536 shares
    • Focus Partners Advisor Solutions, LLC: 10,107 shares

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

  2. period ended2026-03-31
    13F 98,228 shares
    Change vs previous 13F -125,433 shares

    0.02% of the 13F portfolio, value $22,775,154.

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

    • Focus Partners Wealth: 87,411 shares
    • Focus Partners Advisor Solutions, LLC: 10,817 shares

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

  3. period ended2025-12-31
    13F 223,661 shares
    Change vs previous 13F +76,854 shares

    0.07% of the 13F portfolio, value $63,365,573.

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

    • Focus Partners Wealth: 206,983 shares
    • Focus Partners Advisor Solutions, LLC: 16,678 shares

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

  4. period ended2025-09-30
    13F 146,807 shares
    Change vs previous 13F +21,905 shares

    0.05% of the 13F portfolio, value $31,870,346.

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

    • Focus Partners Wealth: 130,856 shares
    • Focus Partners Advisor Solutions, LLC: 15,951 shares

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

  5. period ended2025-06-30
    13F 124,902 shares
    Change vs previous 13F +8,157 shares

    0.04% of the 13F portfolio, value $21,068,201.

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

    • Focus Partners Wealth: 116,414 shares
    • Focus Partners Advisor Solutions, LLC: 8,488 shares

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

  6. period ended2025-03-31
    13F/A 116,745 shares
    Change vs previous 13F +3,960 shares

    0.04% of the 13F portfolio, value $19,624,845.

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

    • Focus Partners Wealth: 110,610 shares
    • Focus Partners Advisor Solutions, LLC: 6,135 shares

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

  7. period ended2024-12-31
    13F/A 112,785 shares
    Change vs previous 13F +112,785 shares

    0.05% of the 13F portfolio, value $21,015,360.

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

    • Focus Partners Wealth: 109,984 shares
    • Focus Partners Advisor Solutions, LLC: 2,801 shares

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001542153-24-000013 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).

    Exited: the 13F for this period no longer lists the position.