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Disclosery

Focus Partners Wealth: FLMI position timeline

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

Focus Partners Wealth held 1,262,532 FLMI 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 1,262,532 shares
    Change vs previous 13F +1,234,466 shares

    0.03% of the 13F portfolio, value $31,777,950.

    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 28,066 shares
    Change vs previous 13F -1,381,324 shares

    0.03% of the 13F portfolio, value $31,006,844.

    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 1,409,390 shares
    Change vs previous 13F -16,625 shares

    0.04% of the 13F portfolio, value $34,915,542.

    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 1,426,015 shares
    Change vs previous 13F +116,257 shares

    0.06% of the 13F portfolio, value $35,322,415.

    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 1,309,758 shares
    Change vs previous 13F +21,856 shares

    0.07% of the 13F portfolio, value $31,774,740.

    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 1,287,902 shares
    Change vs previous 13F -18,114 shares

    0.08% of the 13F portfolio, value $31,476,333.

    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 1,306,016 shares
    Change vs previous 13F +26,293 shares

    0.08% of the 13F portfolio, value $31,912,492.

    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 1,279,723 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $32,005,863.

    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).