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Focus Partners Wealth: FERG position timeline

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

Focus Partners Wealth held 7,376 FERG 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 7,376 shares
    Change vs previous 13F -7,988 shares

    <0.01% of the 13F portfolio, value $1,750,627.

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

    • Focus Partners Wealth: 6,416 shares
    • Focus Partners Advisor Solutions, LLC: 960 shares

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

  2. period ended2026-03-31
    13F 15,364 shares
    Change vs previous 13F +3,761 shares

    <0.01% of the 13F portfolio, value $3,608,588.

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

    • Focus Partners Wealth: 12,224 shares
    • Focus Partners Advisor Solutions, LLC: 3,140 shares

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

  3. period ended2025-12-31
    13F 11,603 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $2,583,738.

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

    • Focus Partners Wealth: 7,857 shares
    • Focus Partners Advisor Solutions, LLC: 3,746 shares

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

  4. period ended2025-09-30
    13F 11,721 shares
    Change vs previous 13F +4,682 shares

    <0.01% of the 13F portfolio, value $2,723,218.

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

    • Focus Partners Wealth: 6,512 shares
    • Focus Partners Advisor Solutions, LLC: 5,209 shares

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

  5. period ended2025-06-30
    13F 7,039 shares
    Change vs previous 13F +1,622 shares

    <0.01% of the 13F portfolio, value $1,533,077.

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

    • Focus Partners Wealth: 4,074 shares
    • Focus Partners Advisor Solutions, LLC: 2,965 shares

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

  6. period ended2025-03-31
    13F/A 5,417 shares
    Change vs previous 13F +2,842 shares

    <0.01% of the 13F portfolio, value $868,119.

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

    • Focus Partners Wealth: 3,140 shares
    • Focus Partners Advisor Solutions, LLC: 2,277 shares

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

  7. period ended2024-12-31
    13F/A 2,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,768.

    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).