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Focus Partners Wealth: FAF position timeline

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

Focus Partners Wealth held 22,743 FAF 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 22,743 shares
    Change vs previous 13F -3,044 shares

    <0.01% of the 13F portfolio, value $1,560,045.

    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 25,787 shares
    Change vs previous 13F -217,508 shares

    <0.01% of the 13F portfolio, value $1,589,002.

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

    • Focus Partners Wealth: 25,787 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 243,295 shares
    Change vs previous 13F +232,406 shares

    0.02% of the 13F portfolio, value $14,948,117.

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

    • Focus Partners Wealth: 239,974 shares
    • Focus Partners Advisor Solutions, LLC: 3,321 shares

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

  4. period ended2025-09-30
    13F 10,889 shares
    Change vs previous 13F +10,889 shares

    <0.01% of the 13F portfolio, value $909,972.

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

    • Focus Partners Wealth: 7,671 shares
    • Focus Partners Advisor Solutions, LLC: 3,218 shares

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,282 shares

    13F-HR 0001085146-25-005236 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.

  6. period ended2025-03-31
    13F/A 4,282 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $281,029.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 3,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,207.

    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).