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Focus Partners Wealth: FTI position timeline

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

Focus Partners Wealth held 161,311 FTI 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 161,311 shares
    Change vs previous 13F -26,190 shares

    0.01% of the 13F portfolio, value $10,694,970.

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

    • Focus Partners Wealth: 108,969 shares
    • Focus Partners Advisor Solutions, LLC: 52,342 shares

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

  2. period ended2026-03-31
    13F 187,501 shares
    Change vs previous 13F +39,179 shares

    0.01% of the 13F portfolio, value $13,046,243.

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

    • Focus Partners Wealth: 109,427 shares
    • Focus Partners Advisor Solutions, LLC: 78,074 shares

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

  3. period ended2025-12-31
    13F 148,322 shares
    Change vs previous 13F +34,705 shares

    0.01% of the 13F portfolio, value $6,609,230.

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

    • Focus Partners Wealth: 82,056 shares
    • Focus Partners Advisor Solutions, LLC: 66,266 shares

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

  4. period ended2025-09-30
    13F 113,617 shares
    Change vs previous 13F +58,682 shares

    0.01% of the 13F portfolio, value $4,645,117.

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

    • Focus Partners Wealth: 58,021 shares
    • Focus Partners Advisor Solutions, LLC: 55,596 shares

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

  5. period ended2025-06-30
    13F 54,935 shares
    Change vs previous 13F +1,298 shares

    <0.01% of the 13F portfolio, value $1,892,123.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,680 shares
    • Focus Partners Advisor Solutions, LLC: 29,255 shares

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

  6. period ended2025-03-31
    13F/A 53,637 shares
    Change vs previous 13F +27,026 shares

    <0.01% of the 13F portfolio, value $1,699,691.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,120 shares
    • Focus Partners Advisor Solutions, LLC: 29,517 shares

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

  7. period ended2024-12-31
    13F/A 26,611 shares
    Change vs previous 13F +18,458 shares

    <0.01% of the 13F portfolio, value $770,124.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,959 shares
    • Focus Partners Advisor Solutions, LLC: 7,652 shares

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

  8. period ended2024-09-30
    13F 8,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,853.

    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).