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Focus Partners Wealth: FIVE position timeline

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

Focus Partners Wealth held 32,870 FIVE 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 32,870 shares
    Change vs previous 13F -10,520 shares

    0.01% of the 13F portfolio, value $5,909,635.

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

    • Focus Partners Wealth: 28,001 shares
    • Focus Partners Advisor Solutions, LLC: 4,869 shares

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

  2. period ended2026-03-31
    13F 43,390 shares
    Change vs previous 13F +17,018 shares

    0.01% of the 13F portfolio, value $9,957,797.

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

    • Focus Partners Wealth: 33,942 shares
    • Focus Partners Advisor Solutions, LLC: 9,448 shares

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

  3. period ended2025-12-31
    13F 26,372 shares
    Change vs previous 13F +17,029 shares

    0.01% of the 13F portfolio, value $4,967,755.

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

    • Focus Partners Wealth: 20,565 shares
    • Focus Partners Advisor Solutions, LLC: 5,807 shares

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

  4. period ended2025-09-30
    13F 9,343 shares
    Change vs previous 13F +4,024 shares

    <0.01% of the 13F portfolio, value $1,438,177.

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

    • Focus Partners Wealth: 4,807 shares
    • Focus Partners Advisor Solutions, LLC: 4,536 shares

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

  5. period ended2025-06-30
    13F 5,319 shares
    Change vs previous 13F -3,558 shares

    <0.01% of the 13F portfolio, value $697,737.

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

    • Focus Partners Wealth: 3,496 shares
    • Focus Partners Advisor Solutions, LLC: 1,823 shares

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

  6. period ended2025-03-31
    13F/A 8,877 shares
    Change vs previous 13F +6,522 shares

    <0.01% of the 13F portfolio, value $665,109.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,858 shares
    • Focus Partners Advisor Solutions, LLC: 5,019 shares

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

  7. period ended2024-12-31
    13F/A 2,355 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $247,235.

    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).