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Focus Partners Wealth: EXR position timeline

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

Focus Partners Wealth held 227,570 EXR 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 227,570 shares
    Change vs previous 13F +7,639 shares

    0.03% of the 13F portfolio, value $33,065,953.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 219,931 shares
    Change vs previous 13F -8,523 shares

    0.03% of the 13F portfolio, value $28,839,500.

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

    • Focus Partners Wealth: 219,931 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 228,454 shares
    Change vs previous 13F -11,544 shares

    0.03% of the 13F portfolio, value $29,802,966.

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

    • Focus Partners Wealth: 225,742 shares
    • Focus Partners Advisor Solutions, LLC: 2,712 shares

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

  4. period ended2025-09-30
    13F 239,998 shares
    Change vs previous 13F +72,883 shares

    0.05% of the 13F portfolio, value $33,611,204.

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

    • Focus Partners Wealth: 234,630 shares
    • Focus Partners Advisor Solutions, LLC: 5,368 shares

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

  5. period ended2025-06-30
    13F 167,115 shares
    Change vs previous 13F +8,118 shares

    0.05% of the 13F portfolio, value $24,639,508.

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

    • Focus Partners Wealth: 160,179 shares
    • Focus Partners Advisor Solutions, LLC: 6,936 shares

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

  6. period ended2025-03-31
    13F/A 158,997 shares
    Change vs previous 13F +2,980 shares

    0.05% of the 13F portfolio, value $23,609,614.

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

    • Focus Partners Wealth: 156,135 shares
    • Focus Partners Advisor Solutions, LLC: 2,862 shares

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

  7. period ended2024-12-31
    13F/A 156,017 shares
    Change vs previous 13F +124,966 shares

    0.06% of the 13F portfolio, value $23,340,328.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 31,051 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,479,237.

    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).