Skip to content
Disclosery

Focus Partners Wealth: GTM position timeline

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

Focus Partners Wealth held 27,335 GTM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,335 shares
    Change vs previous 13F -212,015 shares

    <0.01% of the 13F portfolio, value $80,092.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 27,335 shares

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

  2. period ended2026-03-31
    13F 239,350 shares
    Change vs previous 13F +162,648 shares

    <0.01% of the 13F portfolio, value $1,450,187.

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

    • Focus Partners Wealth: 209,090 shares
    • Focus Partners Advisor Solutions, LLC: 30,260 shares

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

  3. period ended2025-12-31
    13F 76,702 shares
    Change vs previous 13F -6,181 shares

    <0.01% of the 13F portfolio, value $780,059.

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

    • Focus Partners Wealth: 60,476 shares
    • Focus Partners Advisor Solutions, LLC: 16,226 shares

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

  4. period ended2025-09-30
    13F 82,883 shares
    Change vs previous 13F -7,806 shares

    <0.01% of the 13F portfolio, value $893,547.

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

    • Focus Partners Wealth: 42,541 shares
    • Focus Partners Advisor Solutions, LLC: 40,342 shares

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

  5. period ended2025-06-30
    13F 90,689 shares
    Change vs previous 13F +42,739 shares

    <0.01% of the 13F portfolio, value $917,765.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 37,104 shares
    • Focus Partners Advisor Solutions, LLC: 53,585 shares

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

  6. period ended2025-03-31
    13F/A 47,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $476,725.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,311 shares
    • Focus Partners Advisor Solutions, LLC: 27,639 shares

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