Focus Partners Wealth: FNDA position timeline

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

Focus Partners Wealth held 298,447 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 298,447 shares
Change vs previous 13F -71,249 shares
0.01% of the 13F portfolio, value $11,358,637.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 215,745 shares
- Focus Partners Advisor Solutions, LLC: 82,702 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 369,696 shares
Change vs previous 13F +254,048 shares
0.01% of the 13F portfolio, value $12,015,503.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 199,652 shares
- Focus Partners Advisor Solutions, LLC: 170,044 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 115,648 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $6,889,241.
13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Focus Partners Wealth: 36,184 shares
- Focus Partners Advisor Solutions, LLC: 79,464 shares
Acceptance time not in the bulk data set (spec §4.2).