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Disclosery

Focus Partners Wealth: FPEI position timeline

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

Focus Partners Wealth held 118,267 FPEI 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 118,267 shares
    Change vs previous 13F -2,084 shares

    <0.01% of the 13F portfolio, value $2,281,384.

    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 120,351 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $2,286,685.

    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 120,430 shares
    Change vs previous 13F -18,866 shares

    <0.01% of the 13F portfolio, value $2,335,142.

    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 139,296 shares
    Change vs previous 13F +37,331 shares

    <0.01% of the 13F portfolio, value $2,694,002.

    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 101,965 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $1,936,309.

    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 101,718 shares
    Change vs previous 13F +8,018 shares

    <0.01% of the 13F portfolio, value $1,902,137.

    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).

  7. period ended2024-12-31
    13F/A 93,700 shares
    Change vs previous 13F +64,184 shares

    <0.01% of the 13F portfolio, value $1,752,207.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 29,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,694,514.

    13F-HR 0001542153-24-000013 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).