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Focus Partners Wealth: GRID position timeline

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

Focus Partners Wealth held 38,277 GRID 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 38,277 shares
    Change vs previous 13F +14,352 shares

    0.01% of the 13F portfolio, value $7,340,041.

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

    • Focus Partners Wealth: 20,370 shares
    • Focus Partners Advisor Solutions, LLC: 17,907 shares

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

  2. period ended2026-03-31
    13F 23,925 shares
    Change vs previous 13F +11,761 shares

    <0.01% of the 13F portfolio, value $3,913,705.

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

    • Focus Partners Wealth: 12,748 shares
    • Focus Partners Advisor Solutions, LLC: 11,177 shares

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

  3. period ended2025-12-31
    13F 12,164 shares
    Change vs previous 13F +1,577 shares

    <0.01% of the 13F portfolio, value $1,861,513.

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

    • Focus Partners Wealth: 8,443 shares
    • Focus Partners Advisor Solutions, LLC: 3,721 shares

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

  4. period ended2025-09-30
    13F 10,587 shares
    Change vs previous 13F +5,503 shares

    <0.01% of the 13F portfolio, value $1,622,847.

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

    • Focus Partners Wealth: 5,654 shares
    • Focus Partners Advisor Solutions, LLC: 4,933 shares

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

  5. period ended2025-06-30
    13F 5,084 shares
    Change vs previous 13F -4,632 shares

    <0.01% of the 13F portfolio, value $706,870.

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

    • Focus Partners Wealth: 2,556 shares
    • Focus Partners Advisor Solutions, LLC: 2,528 shares

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

  6. period ended2025-03-31
    13F/A 9,716 shares
    Change vs previous 13F +395 shares

    <0.01% of the 13F portfolio, value $1,099,191.

    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 9,321 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,112,481.

    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).