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Focus Partners Wealth: FATE position timeline

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

Focus Partners Wealth held 71,580 FATE 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 71,580 shares
    Change vs previous 13F +10,191 shares

    <0.01% of the 13F portfolio, value $193,266.

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

    • Focus Partners Wealth: 59,547 shares
    • Focus Partners Advisor Solutions, LLC: 12,033 shares

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

  2. period ended2026-03-31
    13F 61,389 shares
    Change vs previous 13F +29,423 shares

    <0.01% of the 13F portfolio, value $73,667.

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

    • Focus Partners Wealth: 46,168 shares
    • Focus Partners Advisor Solutions, LLC: 15,221 shares

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

  3. period ended2025-12-31
    13F 31,966 shares
    Change vs previous 13F +19,828 shares

    <0.01% of the 13F portfolio, value $31,409.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 12,138 shares
    Change vs previous 13F -20,578 shares

    <0.01% of the 13F portfolio, value $51,187.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 32,716 shares
    Change vs previous 13F +2,515 shares

    <0.01% of the 13F portfolio, value $36,641.

    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).

  6. period ended2025-03-31
    13F/A 30,201 shares
    Change vs previous 13F +6,008 shares

    <0.01% of the 13F portfolio, value $23,861.

    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 24,193 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $39,918.

    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 23,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,786.

    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).