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Focus Partners Wealth: FTEC position timeline

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

Focus Partners Wealth held 40,273 FTEC 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 40,273 shares
    Change vs previous 13F +5,452 shares

    0.01% of the 13F portfolio, value $11,501,530.

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

    • Focus Partners Wealth: 35,753 shares
    • Focus Partners Advisor Solutions, LLC: 4,520 shares

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

  2. period ended2026-03-31
    13F 34,821 shares
    Change vs previous 13F -1,427 shares

    0.01% of the 13F portfolio, value $7,242,322.

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

    • Focus Partners Wealth: 28,788 shares
    • Focus Partners Advisor Solutions, LLC: 6,033 shares

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

  3. period ended2025-12-31
    13F 36,248 shares
    Change vs previous 13F +2,308 shares

    0.01% of the 13F portfolio, value $8,130,009.

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

    • Focus Partners Wealth: 30,402 shares
    • Focus Partners Advisor Solutions, LLC: 5,846 shares

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

  4. period ended2025-09-30
    13F 33,940 shares
    Change vs previous 13F +1,557 shares

    0.01% of the 13F portfolio, value $7,552,353.

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

    • Focus Partners Wealth: 28,868 shares
    • Focus Partners Advisor Solutions, LLC: 5,072 shares

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

  5. period ended2025-06-30
    13F 32,383 shares
    Change vs previous 13F +5,465 shares

    0.01% of the 13F portfolio, value $6,386,878.

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

    • Focus Partners Wealth: 30,553 shares
    • Focus Partners Advisor Solutions, LLC: 1,830 shares

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

  6. period ended2025-03-31
    13F/A 26,918 shares
    Change vs previous 13F +2,736 shares

    0.01% of the 13F portfolio, value $4,341,442.

    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 24,182 shares
    Change vs previous 13F +3,979 shares

    0.01% of the 13F portfolio, value $4,470,952.

    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 20,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,525,549.

    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).