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Focus Partners Wealth: FRSH position timeline

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

Focus Partners Wealth held 174,187 FRSH 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 174,187 shares
    Change vs previous 13F +96,540 shares

    <0.01% of the 13F portfolio, value $1,762,774.

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

    • Focus Partners Wealth: 106,389 shares
    • Focus Partners Advisor Solutions, LLC: 67,798 shares

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

  2. period ended2026-03-31
    13F 77,647 shares
    Change vs previous 13F +36,239 shares

    <0.01% of the 13F portfolio, value $623,512.

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

    • Focus Partners Wealth: 44,534 shares
    • Focus Partners Advisor Solutions, LLC: 33,113 shares

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

  3. period ended2025-12-31
    13F 41,408 shares
    Change vs previous 13F +27,324 shares

    <0.01% of the 13F portfolio, value $507,249.

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

    • Focus Partners Wealth: 22,801 shares
    • Focus Partners Advisor Solutions, LLC: 18,607 shares

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

  4. period ended2025-09-30
    13F 14,084 shares
    Change vs previous 13F +14,084 shares

    <0.01% of the 13F portfolio, value $175,609.

    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 0 shares
    Change vs previous 13F -12,399 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 12,399 shares
    Change vs previous 13F +2,086 shares

    <0.01% of the 13F portfolio, value $174,950.

    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 10,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $166,761.

    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).