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Focus Partners Wealth: GS position timeline

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

Focus Partners Wealth held 259,913 GS 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 259,913 shares
    Change vs previous 13F -1,997 shares

    0.24% of the 13F portfolio, value $262,871,052.

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

    • Focus Partners Wealth: 257,173 shares
    • Focus Partners Advisor Solutions, LLC: 2,740 shares

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

  2. period ended2026-03-31
    13F 261,910 shares
    Change vs previous 13F -14,209 shares

    0.22% of the 13F portfolio, value $221,752,215.

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

    • Focus Partners Wealth: 259,987 shares
    • Focus Partners Advisor Solutions, LLC: 1,923 shares

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

  3. period ended2025-12-31
    13F 276,119 shares
    Change vs previous 13F -81,036 shares

    0.25% of the 13F portfolio, value $242,600,509.

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

    • Focus Partners Wealth: 274,311 shares
    • Focus Partners Advisor Solutions, LLC: 1,808 shares

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

  4. period ended2025-09-30
    13F 357,155 shares
    Change vs previous 13F +157,612 shares

    0.27% of the 13F portfolio, value $189,236,465.

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

    • Focus Partners Wealth: 355,467 shares
    • Focus Partners Advisor Solutions, LLC: 1,688 shares

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

  5. period ended2025-06-30
    13F 199,543 shares
    Change vs previous 13F +23,874 shares

    0.26% of the 13F portfolio, value $141,223,611.

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

    • Focus Partners Wealth: 197,553 shares
    • Focus Partners Advisor Solutions, LLC: 1,990 shares

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

  6. period ended2025-03-31
    13F/A 175,669 shares
    Change vs previous 13F -3,220 shares

    0.21% of the 13F portfolio, value $95,967,107.

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

    • Focus Partners Wealth: 173,638 shares
    • Focus Partners Advisor Solutions, LLC: 2,031 shares

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

  7. period ended2024-12-31
    13F/A 178,889 shares
    Change vs previous 13F +80,280 shares

    0.23% of the 13F portfolio, value $102,436,170.

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

    • Focus Partners Wealth: 176,850 shares
    • Focus Partners Advisor Solutions, LLC: 2,039 shares

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

  8. period ended2024-09-30
    13F 98,609 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $48,822,706.

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

    • Focus Partners Wealth: 96,554 shares
    • Focus Partners Advisor Solutions, LLC: 2,055 shares

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