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Focus Partners Wealth: FLRN position timeline

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

Focus Partners Wealth held 181,683 FLRN 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 181,683 shares
    Change vs previous 13F +13,425 shares

    0.01% of the 13F portfolio, value $5,604,927.

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

    • Focus Partners Wealth: 152,532 shares
    • Focus Partners Advisor Solutions, LLC: 29,151 shares

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

  2. period ended2026-03-31
    13F 168,258 shares
    Change vs previous 13F +18,253 shares

    0.01% of the 13F portfolio, value $6,775,848.

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

    • Focus Partners Wealth: 139,107 shares
    • Focus Partners Advisor Solutions, LLC: 29,151 shares

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

  3. period ended2025-12-31
    13F 150,005 shares
    Change vs previous 13F +115,171 shares

    0.01% of the 13F portfolio, value $4,609,784.

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

    • Focus Partners Wealth: 150,005 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 34,834 shares
    Change vs previous 13F -10,461 shares

    0.01% of the 13F portfolio, value $1,074,977.

    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: 0 shares
    • Focus Partners Advisor Solutions, LLC: 34,834 shares

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

  5. period ended2025-06-30
    13F 45,295 shares
    Change vs previous 13F -1,075 shares

    <0.01% of the 13F portfolio, value $1,396,457.

    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: 9,682 shares
    • Focus Partners Advisor Solutions, LLC: 35,613 shares

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

  6. period ended2025-03-31
    13F/A 46,370 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $1,429,148.

    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: 10,214 shares
    • Focus Partners Advisor Solutions, LLC: 36,156 shares

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

  7. period ended2024-12-31
    13F/A 46,571 shares
    Change vs previous 13F +35,498 shares

    <0.01% of the 13F portfolio, value $1,431,168.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,273 shares
    • Focus Partners Advisor Solutions, LLC: 36,298 shares

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

  8. period ended2024-09-30
    13F 11,073 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,587.

    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).