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Disclosery

Focus Partners Wealth: G position timeline

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

Focus Partners Wealth held 93,580 G 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 93,580 shares
    Change vs previous 13F -24,219 shares

    <0.01% of the 13F portfolio, value $2,573,983.

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

    • Focus Partners Wealth: 93,580 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 117,799 shares
    Change vs previous 13F -9,266 shares

    <0.01% of the 13F portfolio, value $4,375,709.

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

    • Focus Partners Wealth: 90,128 shares
    • Focus Partners Advisor Solutions, LLC: 27,671 shares

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

  3. period ended2025-12-31
    13F 127,065 shares
    Change vs previous 13F +88,832 shares

    0.01% of the 13F portfolio, value $5,944,114.

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

    • Focus Partners Wealth: 107,343 shares
    • Focus Partners Advisor Solutions, LLC: 19,722 shares

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

  4. period ended2025-09-30
    13F 38,233 shares
    Change vs previous 13F +31,881 shares

    <0.01% of the 13F portfolio, value $1,591,399.

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

    • Focus Partners Wealth: 31,978 shares
    • Focus Partners Advisor Solutions, LLC: 6,255 shares

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

  5. period ended2025-06-30
    13F 6,352 shares
    Change vs previous 13F +1,125 shares

    <0.01% of the 13F portfolio, value $279,552.

    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 5,227 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $263,337.

    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 4,739 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,541.

    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).