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Focus Partners Wealth: FRPT position timeline

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

Focus Partners Wealth held 14,856 FRPT 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 14,856 shares
    Change vs previous 13F -16,959 shares

    <0.01% of the 13F portfolio, value $878,298.

    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 31,815 shares
    Change vs previous 13F -5,128 shares

    <0.01% of the 13F portfolio, value $1,875,830.

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

    • Focus Partners Wealth: 31,815 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 36,943 shares
    Change vs previous 13F +1,611 shares

    <0.01% of the 13F portfolio, value $2,250,954.

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

    • Focus Partners Wealth: 33,208 shares
    • Focus Partners Advisor Solutions, LLC: 3,735 shares

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

  4. period ended2025-09-30
    13F 35,332 shares
    Change vs previous 13F +5,808 shares

    <0.01% of the 13F portfolio, value $2,009,784.

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

    • Focus Partners Wealth: 31,329 shares
    • Focus Partners Advisor Solutions, LLC: 4,003 shares

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

  5. period ended2025-06-30
    13F 29,524 shares
    Change vs previous 13F +2,262 shares

    <0.01% of the 13F portfolio, value $2,006,452.

    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 27,262 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $2,267,382.

    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 28,597 shares
    Change vs previous 13F +545 shares

    0.01% of the 13F portfolio, value $4,235,516.

    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 28,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,836,672.

    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).