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Focus Partners Wealth: F position timeline

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

Focus Partners Wealth held 1,693,847 F 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 1,693,847 shares
    Change vs previous 13F +144,788 shares

    0.02% of the 13F portfolio, value $23,544,117.

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

    • Focus Partners Wealth: 1,603,635 shares
    • Focus Partners Advisor Solutions, LLC: 90,212 shares

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

  2. period ended2026-03-31
    13F 1,549,059 shares
    Change vs previous 13F -88,699 shares

    0.02% of the 13F portfolio, value $17,890,639.

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

    • Focus Partners Wealth: 1,537,496 shares
    • Focus Partners Advisor Solutions, LLC: 11,563 shares

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

  3. period ended2025-12-31
    13F 1,637,758 shares
    Change vs previous 13F +246,486 shares

    0.02% of the 13F portfolio, value $21,446,891.

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

    • Focus Partners Wealth: 1,540,809 shares
    • Focus Partners Advisor Solutions, LLC: 96,949 shares

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

  4. period ended2025-09-30
    13F 1,391,272 shares
    Change vs previous 13F +812,985 shares

    0.02% of the 13F portfolio, value $16,656,435.

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

    • Focus Partners Wealth: 1,355,195 shares
    • Focus Partners Advisor Solutions, LLC: 36,077 shares

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

  5. period ended2025-06-30
    13F 578,287 shares
    Change vs previous 13F +136,225 shares

    0.01% of the 13F portfolio, value $6,274,002.

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

    • Focus Partners Wealth: 461,390 shares
    • Focus Partners Advisor Solutions, LLC: 116,897 shares

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

  6. period ended2025-03-31
    13F/A 442,062 shares
    Change vs previous 13F -46,028 shares

    0.01% of the 13F portfolio, value $4,433,927.

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

    • Focus Partners Wealth: 407,902 shares
    • Focus Partners Advisor Solutions, LLC: 34,160 shares

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

  7. period ended2024-12-31
    13F/A 488,090 shares
    Change vs previous 13F +22,150 shares

    0.01% of the 13F portfolio, value $4,832,120.

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

    • Focus Partners Wealth: 400,798 shares
    • Focus Partners Advisor Solutions, LLC: 87,292 shares

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

  8. period ended2024-09-30
    13F 465,940 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,920,355.

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

    • Focus Partners Wealth: 389,211 shares
    • Focus Partners Advisor Solutions, LLC: 76,729 shares

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