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Disclosery

Focus Partners Wealth: FHLC position timeline

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

Focus Partners Wealth held 12,915 FHLC 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 12,915 shares
    Change vs previous 13F +2,072 shares

    <0.01% of the 13F portfolio, value $997,785.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 10,843 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $763,022.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 10,775 shares
    Change vs previous 13F +1,458 shares

    <0.01% of the 13F portfolio, value $799,813.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 9,317 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $623,043.

    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 9,315 shares
    Change vs previous 13F +2,697 shares

    <0.01% of the 13F portfolio, value $595,761.

    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 6,618 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $452,225.

    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 6,524 shares
    Change vs previous 13F +2,610 shares

    <0.01% of the 13F portfolio, value $426,462.

    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 3,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,975.

    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).