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Focus Partners Wealth: FNDE position timeline

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

Focus Partners Wealth held 120,756 FNDE 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 120,756 shares
    Change vs previous 13F +13,462 shares

    <0.01% of the 13F portfolio, value $4,791,392.

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

    • Focus Partners Wealth: 106,261 shares
    • Focus Partners Advisor Solutions, LLC: 14,495 shares

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

  2. period ended2026-03-31
    13F 107,294 shares
    Change vs previous 13F +8,255 shares

    <0.01% of the 13F portfolio, value $4,105,121.

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

    • Focus Partners Wealth: 95,161 shares
    • Focus Partners Advisor Solutions, LLC: 12,133 shares

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

  3. period ended2025-12-31
    13F 99,039 shares
    Change vs previous 13F -5,486 shares

    <0.01% of the 13F portfolio, value $3,571,703.

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

    • Focus Partners Wealth: 89,786 shares
    • Focus Partners Advisor Solutions, LLC: 9,253 shares

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

  4. period ended2025-09-30
    13F 104,525 shares
    Change vs previous 13F +8,422 shares

    0.01% of the 13F portfolio, value $3,789,870.

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

    • Focus Partners Wealth: 92,024 shares
    • Focus Partners Advisor Solutions, LLC: 12,501 shares

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

  5. period ended2025-06-30
    13F 96,103 shares
    Change vs previous 13F +13,192 shares

    0.01% of the 13F portfolio, value $3,172,373.

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

    • Focus Partners Wealth: 86,439 shares
    • Focus Partners Advisor Solutions, LLC: 9,664 shares

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

  6. period ended2025-03-31
    13F/A 82,911 shares
    Change vs previous 13F +9,288 shares

    0.01% of the 13F portfolio, value $2,553,696.

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

    • Focus Partners Wealth: 73,272 shares
    • Focus Partners Advisor Solutions, LLC: 9,639 shares

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

  7. period ended2024-12-31
    13F/A 73,623 shares
    Change vs previous 13F +56,712 shares

    0.01% of the 13F portfolio, value $2,138,759.

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

    • Focus Partners Wealth: 73,623 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 16,911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $575,266.

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

    • Focus Partners Wealth: 9,675 shares
    • Focus Partners Advisor Solutions, LLC: 7,236 shares

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