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Focus Partners Wealth: FDL position timeline

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

Focus Partners Wealth held 23,801 FDL 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 23,801 shares
    Change vs previous 13F -2,419 shares

    <0.01% of the 13F portfolio, value $1,158,201.

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

    • Focus Partners Wealth: 15,513 shares
    • Focus Partners Advisor Solutions, LLC: 8,288 shares

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

  2. period ended2026-03-31
    13F 26,220 shares
    Change vs previous 13F +2,495 shares

    <0.01% of the 13F portfolio, value $1,331,993.

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

    • Focus Partners Wealth: 18,167 shares
    • Focus Partners Advisor Solutions, LLC: 8,053 shares

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

  3. period ended2025-12-31
    13F 23,725 shares
    Change vs previous 13F +16,357 shares

    <0.01% of the 13F portfolio, value $1,052,014.

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

    • Focus Partners Wealth: 12,413 shares
    • Focus Partners Advisor Solutions, LLC: 11,312 shares

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

  4. period ended2025-09-30
    13F 7,368 shares
    Change vs previous 13F -3,275 shares

    <0.01% of the 13F portfolio, value $319,845.

    13F-HR 0001868872-25-000004 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 §4.2).

  5. period ended2025-06-30
    13F 10,643 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $445,622.

    13F-HR 0001085146-25-004360 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 §4.2).

  6. period ended2025-03-31
    13F 10,643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $462,332.

    13F-HR 0001085146-25-003345 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 §4.2).