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Disclosery

Focus Partners Wealth: FRDM position timeline

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

Focus Partners Wealth held 158,675 FRDM 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 158,675 shares
    Change vs previous 13F +25,571 shares

    0.01% of the 13F portfolio, value $11,618,354.

    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 133,104 shares
    Change vs previous 13F +1,793 shares

    0.01% of the 13F portfolio, value $7,303,474.

    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 131,311 shares
    Change vs previous 13F +36,110 shares

    0.01% of the 13F portfolio, value $6,732,359.

    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 95,201 shares
    Change vs previous 13F +34,234 shares

    0.01% of the 13F portfolio, value $4,218,387.

    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 60,967 shares
    Change vs previous 13F -10,562 shares

    0.01% of the 13F portfolio, value $2,463,047.

    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 71,529 shares
    Change vs previous 13F +6,064 shares

    0.01% of the 13F portfolio, value $2,508,290.

    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 65,465 shares
    Change vs previous 13F -758,993 shares

    0.01% of the 13F portfolio, value $2,139,409.

    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 824,458 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $192,098,728.

    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).