Skip to content
Disclosery

Focus Partners Wealth: FIS position timeline

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

Focus Partners Wealth held 30,730 FIS 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 30,730 shares
    Change vs previous 13F -26,925 shares

    <0.01% of the 13F portfolio, value $1,194,824.

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

    • Focus Partners Wealth: 23,044 shares
    • Focus Partners Advisor Solutions, LLC: 7,686 shares

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

  2. period ended2026-03-31
    13F 57,655 shares
    Change vs previous 13F +31,453 shares

    <0.01% of the 13F portfolio, value $2,704,610.

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

    • Focus Partners Wealth: 38,903 shares
    • Focus Partners Advisor Solutions, LLC: 18,752 shares

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

  3. period ended2025-12-31
    13F 26,202 shares
    Change vs previous 13F +17,064 shares

    <0.01% of the 13F portfolio, value $1,741,389.

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

    • Focus Partners Wealth: 23,030 shares
    • Focus Partners Advisor Solutions, LLC: 3,172 shares

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

  4. period ended2025-09-30
    13F 9,138 shares
    Change vs previous 13F -8,338 shares

    <0.01% of the 13F portfolio, value $594,575.

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

    • Focus Partners Wealth: 4,870 shares
    • Focus Partners Advisor Solutions, LLC: 4,268 shares

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

  5. period ended2025-06-30
    13F 17,476 shares
    Change vs previous 13F +8,371 shares

    <0.01% of the 13F portfolio, value $1,422,101.

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

    • Focus Partners Wealth: 10,537 shares
    • Focus Partners Advisor Solutions, LLC: 6,939 shares

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

  6. period ended2025-03-31
    13F/A 9,105 shares
    Change vs previous 13F -774 shares

    <0.01% of the 13F portfolio, value $679,981.

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

    • Focus Partners Wealth: 5,658 shares
    • Focus Partners Advisor Solutions, LLC: 3,447 shares

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

  7. period ended2024-12-31
    13F/A 9,879 shares
    Change vs previous 13F -41,887 shares

    <0.01% of the 13F portfolio, value $797,961.

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

    • Focus Partners Wealth: 9,879 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 51,766 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,421,287.

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

    • Focus Partners Wealth: 48,553 shares
    • Focus Partners Advisor Solutions, LLC: 3,213 shares

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