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Focus Partners Wealth: GAIN position timeline

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

Focus Partners Wealth held 20,911 GAIN 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 20,911 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $323,279.

    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 20,743 shares
    Change vs previous 13F +448 shares

    <0.01% of the 13F portfolio, value $294,559.

    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 20,295 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $280,542.

    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 20,195 shares
    Change vs previous 13F +340 shares

    <0.01% of the 13F portfolio, value $279,100.

    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 19,855 shares
    Change vs previous 13F +328 shares

    <0.01% of the 13F portfolio, value $283,321.

    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 19,527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,878.

    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).