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Focus Partners Wealth: FDX position timeline

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

Focus Partners Wealth held 176,906 FDX 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 176,906 shares
    Change vs previous 13F -32,855 shares

    0.05% of the 13F portfolio, value $55,400,983.

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

    • Focus Partners Wealth: 165,552 shares
    • Focus Partners Advisor Solutions, LLC: 11,354 shares

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

  2. period ended2026-03-31
    13F 209,761 shares
    Change vs previous 13F -33,287 shares

    0.07% of the 13F portfolio, value $74,750,497.

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

    • Focus Partners Wealth: 194,729 shares
    • Focus Partners Advisor Solutions, LLC: 15,032 shares

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

  3. period ended2025-12-31
    13F 243,048 shares
    Change vs previous 13F +41,068 shares

    0.07% of the 13F portfolio, value $70,140,866.

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

    • Focus Partners Wealth: 230,122 shares
    • Focus Partners Advisor Solutions, LLC: 12,926 shares

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

  4. period ended2025-09-30
    13F 201,980 shares
    Change vs previous 13F -6,382 shares

    0.07% of the 13F portfolio, value $47,697,152.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 192,715 shares
    • Focus Partners Advisor Solutions, LLC: 9,265 shares

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

  5. period ended2025-06-30
    13F 208,362 shares
    Change vs previous 13F +14,460 shares

    0.09% of the 13F portfolio, value $47,363,193.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 204,418 shares
    • Focus Partners Advisor Solutions, LLC: 3,944 shares

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

  6. period ended2025-03-31
    13F/A 193,902 shares
    Change vs previous 13F -302 shares

    0.1% of the 13F portfolio, value $47,271,054.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 192,255 shares
    • Focus Partners Advisor Solutions, LLC: 1,647 shares

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

  7. period ended2024-12-31
    13F/A 194,204 shares
    Change vs previous 13F +41,076 shares

    0.12% of the 13F portfolio, value $54,635,741.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 193,238 shares
    • Focus Partners Advisor Solutions, LLC: 966 shares

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

  8. period ended2024-09-30
    13F 153,128 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $41,908,736.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 152,104 shares
    • Focus Partners Advisor Solutions, LLC: 1,024 shares

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