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Focus Partners Wealth: FCPI position timeline

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

Focus Partners Wealth held 3,750 FCPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,829.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).