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Disclosery

Focus Partners Wealth: FN position timeline

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

Focus Partners Wealth held 4,115 FN 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 4,115 shares
    Change vs previous 13F -1,278 shares

    <0.01% of the 13F portfolio, value $2,313,735.

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

    • Focus Partners Wealth: 3,555 shares
    • Focus Partners Advisor Solutions, LLC: 560 shares

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

  2. period ended2026-03-31
    13F 5,393 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $2,815,024.

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

    • Focus Partners Wealth: 4,692 shares
    • Focus Partners Advisor Solutions, LLC: 701 shares

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

  3. period ended2025-12-31
    13F 4,238 shares
    Change vs previous 13F -4,288 shares

    <0.01% of the 13F portfolio, value $1,929,476.

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

    • Focus Partners Wealth: 4,238 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 8,526 shares
    Change vs previous 13F +3,531 shares

    0.01% of the 13F portfolio, value $3,649,379.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,717 shares
    • Focus Partners Advisor Solutions, LLC: 809 shares

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

  5. period ended2025-06-30
    13F 4,995 shares
    Change vs previous 13F +4,995 shares

    <0.01% of the 13F portfolio, value $1,472,263.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,208 shares
    • Focus Partners Advisor Solutions, LLC: 787 shares

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

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -3,698 shares

    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).

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

  7. period ended2024-12-31
    13F/A 3,698 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $813,117.

    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 3,573 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $844,801.

    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).