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Disclosery

Focus Partners Wealth: FBCG position timeline

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

Focus Partners Wealth held 702,907 FBCG 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 702,907 shares
    Change vs previous 13F +63,307 shares

    0.04% of the 13F portfolio, value $43,657,523.

    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 639,600 shares
    Change vs previous 13F +23,427 shares

    0.04% of the 13F portfolio, value $32,056,800.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 616,173 shares
    Change vs previous 13F +33,901 shares

    0.04% of the 13F portfolio, value $33,790,962.

    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 582,272 shares
    Change vs previous 13F +71,228 shares

    0.05% of the 13F portfolio, value $31,244,705.

    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 511,044 shares
    Change vs previous 13F -11,166 shares

    0.05% of the 13F portfolio, value $24,652,746.

    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 522,210 shares
    Change vs previous 13F +49,731 shares

    0.05% of the 13F portfolio, value $20,872,733.

    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 472,479 shares
    Change vs previous 13F +472,479 shares

    0.06% of the 13F portfolio, value $21,856,906.

    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 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.