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Disclosery

Focus Partners Wealth: FR position timeline

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

Focus Partners Wealth held 133,316 FR 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 133,316 shares
    Change vs previous 13F -8,234 shares

    0.01% of the 13F portfolio, value $8,174,144.

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

    • Focus Partners Wealth: 133,316 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 141,550 shares
    Change vs previous 13F +17,645 shares

    0.01% of the 13F portfolio, value $8,239,539.

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

    • Focus Partners Wealth: 133,816 shares
    • Focus Partners Advisor Solutions, LLC: 7,734 shares

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

  3. period ended2025-12-31
    13F 123,905 shares
    Change vs previous 13F +15,528 shares

    0.01% of the 13F portfolio, value $7,096,207.

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

    • Focus Partners Wealth: 123,905 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 108,377 shares
    Change vs previous 13F +2,021 shares

    0.01% of the 13F portfolio, value $5,584,707.

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

    • Focus Partners Wealth: 101,762 shares
    • Focus Partners Advisor Solutions, LLC: 6,615 shares

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

  5. period ended2025-06-30
    13F 106,356 shares
    Change vs previous 13F +17,194 shares

    0.01% of the 13F portfolio, value $5,118,980.

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

    • Focus Partners Wealth: 98,267 shares
    • Focus Partners Advisor Solutions, LLC: 8,089 shares

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

  6. period ended2025-03-31
    13F/A 89,162 shares
    Change vs previous 13F +897 shares

    0.01% of the 13F portfolio, value $4,811,228.

    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 88,265 shares
    Change vs previous 13F +855 shares

    0.01% of the 13F portfolio, value $4,424,789.

    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 87,410 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,893,260.

    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).