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Focus Partners Wealth: GIS position timeline

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

Focus Partners Wealth held 608,762 GIS 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 608,762 shares
    Change vs previous 13F +52,959 shares

    0.02% of the 13F portfolio, value $21,184,450.

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

    • Focus Partners Wealth: 537,205 shares
    • Focus Partners Advisor Solutions, LLC: 71,557 shares

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

  2. period ended2026-03-31
    13F 555,803 shares
    Change vs previous 13F +17,328 shares

    0.02% of the 13F portfolio, value $20,687,034.

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

    • Focus Partners Wealth: 538,704 shares
    • Focus Partners Advisor Solutions, LLC: 17,099 shares

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

  3. period ended2025-12-31
    13F 538,475 shares
    Change vs previous 13F +7,355 shares

    0.03% of the 13F portfolio, value $25,058,413.

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

    • Focus Partners Wealth: 509,861 shares
    • Focus Partners Advisor Solutions, LLC: 28,614 shares

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

  4. period ended2025-09-30
    13F 531,120 shares
    Change vs previous 13F -87,612 shares

    0.04% of the 13F portfolio, value $26,788,871.

    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 618,732 shares
    Change vs previous 13F -37,488 shares

    0.07% of the 13F portfolio, value $32,056,502.

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

    • Focus Partners Wealth: 618,732 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 656,220 shares
    Change vs previous 13F -55,405 shares

    0.08% of the 13F portfolio, value $39,235,498.

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

    • Focus Partners Wealth: 651,050 shares
    • Focus Partners Advisor Solutions, LLC: 5,170 shares

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

  7. period ended2024-12-31
    13F/A 711,625 shares
    Change vs previous 13F +281,009 shares

    0.1% of the 13F portfolio, value $45,380,497.

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

    • Focus Partners Wealth: 704,703 shares
    • Focus Partners Advisor Solutions, LLC: 6,922 shares

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

  8. period ended2024-09-30
    13F 430,616 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $31,801,094.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 396,118 shares
    • Focus Partners Advisor Solutions, LLC: 34,498 shares

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