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Focus Partners Wealth: FLEX position timeline

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

Focus Partners Wealth held 24,649 FLEX 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 24,649 shares
    Change vs previous 13F +8,375 shares

    <0.01% of the 13F portfolio, value $3,994,935.

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

    • Focus Partners Wealth: 22,778 shares
    • Focus Partners Advisor Solutions, LLC: 1,871 shares

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

  2. period ended2026-03-31
    13F 16,274 shares
    Change vs previous 13F -1,705 shares

    <0.01% of the 13F portfolio, value $1,062,929.

    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 17,979 shares
    Change vs previous 13F +3,406 shares

    <0.01% of the 13F portfolio, value $1,086,278.

    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 14,573 shares
    Change vs previous 13F -2,846 shares

    <0.01% of the 13F portfolio, value $838,504.

    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 17,419 shares
    Change vs previous 13F +610 shares

    <0.01% of the 13F portfolio, value $869,556.

    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 16,809 shares
    Change vs previous 13F -4,456 shares

    <0.01% of the 13F portfolio, value $556,041.

    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 21,265 shares
    Change vs previous 13F +3,317 shares

    <0.01% of the 13F portfolio, value $816,363.

    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 17,948 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,291,148.

    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).