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Focus Partners Wealth: FTRE position timeline

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

Focus Partners Wealth held 42,190 FTRE 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 42,190 shares
    Change vs previous 13F -11,565 shares

    <0.01% of the 13F portfolio, value $734,107.

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

    • Focus Partners Wealth: 22,435 shares
    • Focus Partners Advisor Solutions, LLC: 19,755 shares

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

  2. period ended2026-03-31
    13F 53,755 shares
    Change vs previous 13F +8,989 shares

    <0.01% of the 13F portfolio, value $506,104.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 23,370 shares
    • Focus Partners Advisor Solutions, LLC: 30,385 shares

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

  3. period ended2025-12-31
    13F 44,766 shares
    Change vs previous 13F +11,784 shares

    <0.01% of the 13F portfolio, value $772,215.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,995 shares
    • Focus Partners Advisor Solutions, LLC: 26,771 shares

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

  4. period ended2025-09-30
    13F 32,982 shares
    Change vs previous 13F -7,295 shares

    <0.01% of the 13F portfolio, value $987,965.

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

    • Focus Partners Wealth: 19,730 shares
    • Focus Partners Advisor Solutions, LLC: 13,252 shares

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

  5. period ended2025-06-30
    13F 40,277 shares
    Change vs previous 13F +29,626 shares

    <0.01% of the 13F portfolio, value $198,969.

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

    • Focus Partners Wealth: 24,546 shares
    • Focus Partners Advisor Solutions, LLC: 15,731 shares

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

  6. period ended2025-03-31
    13F/A 10,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $80,416.

    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).