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Disclosery

Focus Partners Wealth: FIX position timeline

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

Focus Partners Wealth held 45,670 FIX 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 45,670 shares
    Change vs previous 13F +3,425 shares

    0.08% of the 13F portfolio, value $90,517,402.

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

    • Focus Partners Wealth: 41,046 shares
    • Focus Partners Advisor Solutions, LLC: 4,624 shares

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

  2. period ended2026-03-31
    13F 42,245 shares
    Change vs previous 13F +13,390 shares

    0.06% of the 13F portfolio, value $58,326,815.

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

    • Focus Partners Wealth: 36,188 shares
    • Focus Partners Advisor Solutions, LLC: 6,057 shares

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

  3. period ended2025-12-31
    13F 28,855 shares
    Change vs previous 13F +18,617 shares

    0.03% of the 13F portfolio, value $26,930,681.

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

    • Focus Partners Wealth: 23,536 shares
    • Focus Partners Advisor Solutions, LLC: 5,319 shares

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

  4. period ended2025-09-30
    13F 10,238 shares
    Change vs previous 13F +3,092 shares

    0.01% of the 13F portfolio, value $8,888,279.

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

    • Focus Partners Wealth: 5,331 shares
    • Focus Partners Advisor Solutions, LLC: 4,907 shares

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

  5. period ended2025-06-30
    13F 7,146 shares
    Change vs previous 13F +3,187 shares

    0.01% of the 13F portfolio, value $3,831,436.

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

    • Focus Partners Wealth: 3,589 shares
    • Focus Partners Advisor Solutions, LLC: 3,557 shares

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

  6. period ended2025-03-31
    13F/A 3,959 shares
    Change vs previous 13F +2,362 shares

    <0.01% of the 13F portfolio, value $1,276,144.

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

    • Focus Partners Wealth: 2,300 shares
    • Focus Partners Advisor Solutions, LLC: 1,659 shares

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

  7. period ended2024-12-31
    13F/A 1,597 shares
    Change vs previous 13F +1,009 shares

    <0.01% of the 13F portfolio, value $677,223.

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

    • Focus Partners Wealth: 1,092 shares
    • Focus Partners Advisor Solutions, LLC: 505 shares

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

  8. period ended2024-09-30
    13F 588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,526.

    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).