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Disclosery

Focus Partners Wealth: FTC position timeline

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

Focus Partners Wealth held 3,443 FTC 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 3,443 shares
    Change vs previous 13F +1,425 shares

    <0.01% of the 13F portfolio, value $667,169.

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

    • Focus Partners Wealth: 2,289 shares
    • Focus Partners Advisor Solutions, LLC: 1,154 shares

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

  2. period ended2026-03-31
    13F 2,018 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $311,077.

    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 2,003 shares
    Change vs previous 13F -335 shares

    <0.01% of the 13F portfolio, value $320,232.

    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 2,338 shares
    Change vs previous 13F -1,002 shares

    <0.01% of the 13F portfolio, value $375,624.

    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 3,340 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $504,221.

    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 3,340 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $438,860.

    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 3,340 shares
    Change vs previous 13F +693 shares

    <0.01% of the 13F portfolio, value $461,738.

    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 2,647 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,922.

    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).