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Focus Partners Wealth: FLS position timeline

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

Focus Partners Wealth held 0 FLS 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 0 shares
    Change vs previous 13F -18,966 shares

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

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 18,966 shares
    Change vs previous 13F +381 shares

    <0.01% of the 13F portfolio, value $1,394,208.

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

    • Focus Partners Wealth: 9,817 shares
    • Focus Partners Advisor Solutions, LLC: 9,149 shares

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

  3. period ended2025-12-31
    13F 18,585 shares
    Change vs previous 13F +3,511 shares

    <0.01% of the 13F portfolio, value $1,289,447.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,126 shares
    • Focus Partners Advisor Solutions, LLC: 9,459 shares

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

  4. period ended2025-09-30
    13F 15,074 shares
    Change vs previous 13F +1,230 shares

    <0.01% of the 13F portfolio, value $889,809.

    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: 6,192 shares
    • Focus Partners Advisor Solutions, LLC: 8,882 shares

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

  5. period ended2025-06-30
    13F 13,844 shares
    Change vs previous 13F +1,572 shares

    <0.01% of the 13F portfolio, value $724,672.

    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: 6,110 shares
    • Focus Partners Advisor Solutions, LLC: 7,734 shares

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

  6. period ended2025-03-31
    13F/A 12,272 shares
    Change vs previous 13F +261 shares

    <0.01% of the 13F portfolio, value $599,337.

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

    • Focus Partners Wealth: 6,675 shares
    • Focus Partners Advisor Solutions, LLC: 5,597 shares

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

  7. period ended2024-12-31
    13F/A 12,011 shares
    Change vs previous 13F +6,822 shares

    <0.01% of the 13F portfolio, value $690,873.

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

    • Focus Partners Wealth: 8,387 shares
    • Focus Partners Advisor Solutions, LLC: 3,624 shares

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

  8. period ended2024-09-30
    13F 5,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,220.

    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).