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Focus Partners Wealth: FNDC position timeline

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

Focus Partners Wealth held 520,582 FNDC 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 520,582 shares
    Change vs previous 13F -34,298 shares

    0.02% of the 13F portfolio, value $25,279,534.

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

    • Focus Partners Wealth: 472,999 shares
    • Focus Partners Advisor Solutions, LLC: 47,583 shares

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

  2. period ended2026-03-31
    13F 554,880 shares
    Change vs previous 13F -2,596 shares

    0.03% of the 13F portfolio, value $25,724,269.

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

    • Focus Partners Wealth: 504,743 shares
    • Focus Partners Advisor Solutions, LLC: 50,137 shares

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

  3. period ended2025-12-31
    13F 557,476 shares
    Change vs previous 13F +400,875 shares

    0.03% of the 13F portfolio, value $24,835,527.

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

    • Focus Partners Wealth: 504,392 shares
    • Focus Partners Advisor Solutions, LLC: 53,084 shares

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

  4. period ended2025-09-30
    13F 156,601 shares
    Change vs previous 13F -497,168 shares

    0.01% of the 13F portfolio, value $6,970,470.

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

    • Focus Partners Wealth: 142,258 shares
    • Focus Partners Advisor Solutions, LLC: 14,343 shares

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

  5. period ended2025-06-30
    13F 653,769 shares
    Change vs previous 13F +118,617 shares

    0.05% of the 13F portfolio, value $27,491,024.

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

    • Focus Partners Wealth: 600,891 shares
    • Focus Partners Advisor Solutions, LLC: 52,878 shares

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

  6. period ended2025-03-31
    13F/A 535,152 shares
    Change vs previous 13F +318,641 shares

    0.04% of the 13F portfolio, value $19,372,542.

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

    • Focus Partners Wealth: 479,812 shares
    • Focus Partners Advisor Solutions, LLC: 55,340 shares

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

  7. period ended2024-12-31
    13F/A 216,511 shares
    Change vs previous 13F +8,007 shares

    0.02% of the 13F portfolio, value $7,391,743.

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

    • Focus Partners Wealth: 160,526 shares
    • Focus Partners Advisor Solutions, LLC: 55,985 shares

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

  8. period ended2024-09-30
    13F 208,504 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,954,463.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 153,707 shares
    • Focus Partners Advisor Solutions, LLC: 54,797 shares

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