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Focus Partners Wealth: FTV position timeline

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

Focus Partners Wealth held 6,330 FTV 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 6,330 shares
    Change vs previous 13F -8,631 shares

    <0.01% of the 13F portfolio, value $387,114.

    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 14,961 shares
    Change vs previous 13F -6,182 shares

    <0.01% of the 13F portfolio, value $827,072.

    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 21,143 shares
    Change vs previous 13F +2,212 shares

    <0.01% of the 13F portfolio, value $1,167,003.

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

    • Focus Partners Wealth: 21,143 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 18,931 shares
    Change vs previous 13F +4,017 shares

    <0.01% of the 13F portfolio, value $1,123,999.

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

    • Focus Partners Wealth: 11,389 shares
    • Focus Partners Advisor Solutions, LLC: 7,542 shares

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

  5. period ended2025-06-30
    13F 14,914 shares
    Change vs previous 13F -156,106 shares

    <0.01% of the 13F portfolio, value $777,485.

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

    • Focus Partners Wealth: 14,914 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 171,020 shares
    Change vs previous 13F -4,590 shares

    0.03% of the 13F portfolio, value $12,515,295.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 163,422 shares
    • Focus Partners Advisor Solutions, LLC: 7,598 shares

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

  7. period ended2024-12-31
    13F/A 175,610 shares
    Change vs previous 13F +161,977 shares

    0.03% of the 13F portfolio, value $13,170,813.

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

    • Focus Partners Wealth: 168,983 shares
    • Focus Partners Advisor Solutions, LLC: 6,627 shares

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

  8. period ended2024-09-30
    13F 13,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,066,646.

    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).