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Focus Partners Wealth: FLOT position timeline

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

Focus Partners Wealth held 619,619 FLOT 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 619,619 shares
    Change vs previous 13F +1,188 shares

    0.03% of the 13F portfolio, value $31,631,601.

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

    • Focus Partners Wealth: 607,692 shares
    • Focus Partners Advisor Solutions, LLC: 11,927 shares

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

  2. period ended2026-03-31
    13F 618,431 shares
    Change vs previous 13F +6,099 shares

    0.03% of the 13F portfolio, value $31,509,129.

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

    • Focus Partners Wealth: 606,061 shares
    • Focus Partners Advisor Solutions, LLC: 12,370 shares

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

  3. period ended2025-12-31
    13F 612,332 shares
    Change vs previous 13F +575,043 shares

    0.03% of the 13F portfolio, value $31,143,260.

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

    • Focus Partners Wealth: 598,555 shares
    • Focus Partners Advisor Solutions, LLC: 13,777 shares

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

  4. period ended2025-09-30
    13F 37,289 shares
    Change vs previous 13F +8,748 shares

    <0.01% of the 13F portfolio, value $1,900,752.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,099 shares
    • Focus Partners Advisor Solutions, LLC: 26,190 shares

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

  5. period ended2025-06-30
    13F 28,541 shares
    Change vs previous 13F -154 shares

    <0.01% of the 13F portfolio, value $1,456,214.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,628 shares
    • Focus Partners Advisor Solutions, LLC: 16,913 shares

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

  6. period ended2025-03-31
    13F/A 28,695 shares
    Change vs previous 13F +11,389 shares

    <0.01% of the 13F portfolio, value $1,464,901.

    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: 13,287 shares
    • Focus Partners Advisor Solutions, LLC: 15,408 shares

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

  7. period ended2024-12-31
    13F/A 17,306 shares
    Change vs previous 13F -5,928 shares

    <0.01% of the 13F portfolio, value $880,527.

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

    • Focus Partners Wealth: 12,199 shares
    • Focus Partners Advisor Solutions, LLC: 5,107 shares

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

  8. period ended2024-09-30
    13F 23,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,226,862.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,913 shares
    • Focus Partners Advisor Solutions, LLC: 15,321 shares

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