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Disclosery

Focus Partners Wealth: FE position timeline

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

Focus Partners Wealth held 51,329 FE 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 51,329 shares
    Change vs previous 13F -121,897 shares

    <0.01% of the 13F portfolio, value $2,440,064.

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

    • Focus Partners Wealth: 43,821 shares
    • Focus Partners Advisor Solutions, LLC: 7,508 shares

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

  2. period ended2026-03-31
    13F 173,226 shares
    Change vs previous 13F +13,572 shares

    0.01% of the 13F portfolio, value $8,775,663.

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

    • Focus Partners Wealth: 168,289 shares
    • Focus Partners Advisor Solutions, LLC: 4,937 shares

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

  3. period ended2025-12-31
    13F 159,654 shares
    Change vs previous 13F -15,221 shares

    0.01% of the 13F portfolio, value $7,150,962.

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

    • Focus Partners Wealth: 159,654 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 174,875 shares
    Change vs previous 13F +144,183 shares

    0.02% of the 13F portfolio, value $17,096,920.

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

    • Focus Partners Wealth: 168,855 shares
    • Focus Partners Advisor Solutions, LLC: 6,020 shares

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

  5. period ended2025-06-30
    13F 30,692 shares
    Change vs previous 13F +9,514 shares

    <0.01% of the 13F portfolio, value $1,235,470.

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

    • Focus Partners Wealth: 23,440 shares
    • Focus Partners Advisor Solutions, LLC: 7,252 shares

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

  6. period ended2025-03-31
    13F/A 21,178 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $855,977.

    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 20,978 shares
    Change vs previous 13F -4,729 shares

    <0.01% of the 13F portfolio, value $834,526.

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

    • Focus Partners Wealth: 20,978 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 25,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,140,170.

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

    • Focus Partners Wealth: 19,566 shares
    • Focus Partners Advisor Solutions, LLC: 6,141 shares

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