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Focus Partners Wealth: FNDX position timeline

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

Focus Partners Wealth held 1,528,037 FNDX 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 1,528,037 shares
    Change vs previous 13F -22,057 shares

    0.04% of the 13F portfolio, value $47,521,987.

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

    • Focus Partners Wealth: 1,464,987 shares
    • Focus Partners Advisor Solutions, LLC: 63,050 shares

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

  2. period ended2026-03-31
    13F 1,550,094 shares
    Change vs previous 13F -10,905 shares

    0.04% of the 13F portfolio, value $43,187,051.

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

    • Focus Partners Wealth: 1,475,727 shares
    • Focus Partners Advisor Solutions, LLC: 74,367 shares

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

  3. period ended2025-12-31
    13F 1,560,999 shares
    Change vs previous 13F +88,412 shares

    0.04% of the 13F portfolio, value $41,588,931.

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

    • Focus Partners Wealth: 1,498,468 shares
    • Focus Partners Advisor Solutions, LLC: 62,531 shares

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

  4. period ended2025-09-30
    13F 1,472,587 shares
    Change vs previous 13F -7,616 shares

    0.05% of the 13F portfolio, value $38,745,360.

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

    • Focus Partners Wealth: 1,420,519 shares
    • Focus Partners Advisor Solutions, LLC: 52,068 shares

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

  5. period ended2025-06-30
    13F 1,480,203 shares
    Change vs previous 13F -4,207 shares

    0.07% of the 13F portfolio, value $36,324,223.

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

    • Focus Partners Wealth: 1,419,698 shares
    • Focus Partners Advisor Solutions, LLC: 60,505 shares

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

  6. period ended2025-03-31
    13F/A 1,484,410 shares
    Change vs previous 13F +18,896 shares

    0.08% of the 13F portfolio, value $35,046,959.

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

    • Focus Partners Wealth: 1,427,739 shares
    • Focus Partners Advisor Solutions, LLC: 56,671 shares

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

  7. period ended2024-12-31
    13F/A 1,465,514 shares
    Change vs previous 13F +1,096,007 shares

    0.08% of the 13F portfolio, value $34,703,425.

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

    • Focus Partners Wealth: 1,409,025 shares
    • Focus Partners Advisor Solutions, LLC: 56,489 shares

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

  8. period ended2024-09-30
    13F 369,507 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $26,515,971.

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

    • Focus Partners Wealth: 350,414 shares
    • Focus Partners Advisor Solutions, LLC: 19,093 shares

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