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Disclosery

Focus Partners Wealth: FPE position timeline

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

Focus Partners Wealth held 60,925 FPE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,925 shares
    Change vs previous 13F -3,240 shares

    0.01% of the 13F portfolio, value $1,089,351.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 64,165 shares
    Change vs previous 13F +64,165 shares

    0.01% of the 13F portfolio, value $1,138,942.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    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 0 shares
    Change vs previous 13F -18,852 shares

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 18,852 shares
    Change vs previous 13F -34,920 shares

    <0.01% of the 13F portfolio, value $346,322.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 53,772 shares
    Change vs previous 13F -350,164 shares

    0.01% of the 13F portfolio, value $957,151.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 53,772 shares

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

  6. period ended2025-03-31
    13F/A 403,936 shares
    Change vs previous 13F -11,061 shares

    0.02% of the 13F portfolio, value $7,105,223.

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

    • Focus Partners Wealth: 345,451 shares
    • Focus Partners Advisor Solutions, LLC: 58,485 shares

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

  7. period ended2024-12-31
    13F/A 414,997 shares
    Change vs previous 13F -6,549 shares

    0.02% of the 13F portfolio, value $7,345,471.

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

    • Focus Partners Wealth: 361,255 shares
    • Focus Partners Advisor Solutions, LLC: 53,742 shares

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

  8. period ended2024-09-30
    13F 421,546 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,722,009.

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

    • Focus Partners Wealth: 371,355 shares
    • Focus Partners Advisor Solutions, LLC: 50,191 shares

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