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Focus Partners Wealth: FDS position timeline

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

Focus Partners Wealth held 19,428 FDS 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 19,428 shares
    Change vs previous 13F +15,351 shares

    <0.01% of the 13F portfolio, value $4,469,989.

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

    • Focus Partners Wealth: 14,594 shares
    • Focus Partners Advisor Solutions, LLC: 4,834 shares

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

  2. period ended2026-03-31
    13F 4,077 shares
    Change vs previous 13F -7,499 shares

    <0.01% of the 13F portfolio, value $884,234.

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

    • Focus Partners Wealth: 2,653 shares
    • Focus Partners Advisor Solutions, LLC: 1,424 shares

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

  3. period ended2025-12-31
    13F 11,576 shares
    Change vs previous 13F +9,987 shares

    <0.01% of the 13F portfolio, value $3,359,216.

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

    • Focus Partners Wealth: 6,657 shares
    • Focus Partners Advisor Solutions, LLC: 4,919 shares

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

  4. period ended2025-09-30
    13F 1,589 shares
    Change vs previous 13F -661 shares

    <0.01% of the 13F portfolio, value $438,412.

    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 2,250 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $1,006,865.

    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 2,369 shares
    Change vs previous 13F -1,001 shares

    <0.01% of the 13F portfolio, value $1,077,506.

    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 3,370 shares
    Change vs previous 13F +1,612 shares

    <0.01% of the 13F portfolio, value $1,619,092.

    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 1,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $808,842.

    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).