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Focus Partners Wealth: FNLC position timeline

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

Focus Partners Wealth held 64,329 FNLC 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 64,329 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $2,239,936.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 62,212 shares
    Change vs previous 13F +1,244 shares

    <0.01% of the 13F portfolio, value $1,743,803.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 60,968 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $1,611,994.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 60,906 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $1,599,078.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 60,727 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $1,543,073.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 60,673 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,499,837.

    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).