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Focus Partners Wealth: FTLS position timeline

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

Focus Partners Wealth held 18,346 FTLS 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 18,346 shares
    Change vs previous 13F +1,309 shares

    <0.01% of the 13F portfolio, value $1,353,950.

    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 17,037 shares
    Change vs previous 13F -596 shares

    <0.01% of the 13F portfolio, value $1,198,771.

    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 17,633 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $1,251,732.

    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 17,373 shares
    Change vs previous 13F -843 shares

    <0.01% of the 13F portfolio, value $1,215,239.

    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 18,216 shares
    Change vs previous 13F -4,690 shares

    <0.01% of the 13F portfolio, value $1,207,389.

    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 22,906 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $1,467,874.

    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 22,855 shares
    Change vs previous 13F -5,701 shares

    <0.01% of the 13F portfolio, value $1,504,118.

    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 28,556 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,766,870.

    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).