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Focus Partners Wealth: FLTB position timeline

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

Focus Partners Wealth held 68,531 FLTB 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 68,531 shares
    Change vs previous 13F +27,993 shares

    <0.01% of the 13F portfolio, value $3,435,502.

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

    • Focus Partners Wealth: 45,572 shares
    • Focus Partners Advisor Solutions, LLC: 22,959 shares

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

  2. period ended2026-03-31
    13F 40,538 shares
    Change vs previous 13F -815 shares

    <0.01% of the 13F portfolio, value $2,037,831.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,623 shares
    • Focus Partners Advisor Solutions, LLC: 22,915 shares

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

  3. period ended2025-12-31
    13F 41,353 shares
    Change vs previous 13F -21,581 shares

    <0.01% of the 13F portfolio, value $2,094,965.

    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: 18,268 shares
    • Focus Partners Advisor Solutions, LLC: 23,085 shares

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

  4. period ended2025-09-30
    13F 62,934 shares
    Change vs previous 13F +20,039 shares

    <0.01% of the 13F portfolio, value $3,188,663.

    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: 18,644 shares
    • Focus Partners Advisor Solutions, LLC: 44,290 shares

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

  5. period ended2025-06-30
    13F 42,895 shares
    Change vs previous 13F +1,698 shares

    <0.01% of the 13F portfolio, value $2,161,909.

    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: 19,449 shares
    • Focus Partners Advisor Solutions, LLC: 23,446 shares

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

  6. period ended2025-03-31
    13F/A 41,197 shares
    Change vs previous 13F +19,425 shares

    <0.01% of the 13F portfolio, value $2,063,584.

    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: 20,118 shares
    • Focus Partners Advisor Solutions, LLC: 21,079 shares

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

  7. period ended2024-12-31
    13F/A 21,772 shares
    Change vs previous 13F +487 shares

    <0.01% of the 13F portfolio, value $1,080,525.

    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 21,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,071,993.

    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).