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Focus Partners Wealth: FPX position timeline

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

Focus Partners Wealth held 6,886 FPX 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 6,886 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $1,419,771.

    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 6,492 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $1,031,057.

    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 6,486 shares
    Change vs previous 13F +481 shares

    <0.01% of the 13F portfolio, value $1,061,078.

    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 6,005 shares
    Change vs previous 13F +1,790 shares

    <0.01% of the 13F portfolio, value $990,960.

    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 4,215 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $610,808.

    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 4,015 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $448,642.

    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 4,025 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $481,033.

    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 4,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $495,855.

    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).