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Disclosery

Focus Partners Wealth: GWRE position timeline

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

Focus Partners Wealth held 0 GWRE 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 0 shares
    Change vs previous 13F -10,136 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,136 shares
    Change vs previous 13F +1,385 shares

    <0.01% of the 13F portfolio, value $1,498,582.

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

    • Focus Partners Wealth: 10,136 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 8,751 shares
    Change vs previous 13F -40,004 shares

    <0.01% of the 13F portfolio, value $1,759,041.

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

    • Focus Partners Wealth: 5,396 shares
    • Focus Partners Advisor Solutions, LLC: 3,355 shares

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

  4. period ended2025-09-30
    13F 48,755 shares
    Change vs previous 13F +40,316 shares

    0.02% of the 13F portfolio, value $10,944,844.

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

    • Focus Partners Wealth: 41,254 shares
    • Focus Partners Advisor Solutions, LLC: 7,501 shares

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

  5. period ended2025-06-30
    13F 8,439 shares
    Change vs previous 13F +3,204 shares

    <0.01% of the 13F portfolio, value $1,986,950.

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

    • Focus Partners Wealth: 4,365 shares
    • Focus Partners Advisor Solutions, LLC: 4,074 shares

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

  6. period ended2025-03-31
    13F/A 5,235 shares
    Change vs previous 13F +422 shares

    <0.01% of the 13F portfolio, value $980,833.

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

    • Focus Partners Wealth: 3,974 shares
    • Focus Partners Advisor Solutions, LLC: 1,261 shares

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

  7. period ended2024-12-31
    13F/A 4,813 shares
    Change vs previous 13F +1,720 shares

    <0.01% of the 13F portfolio, value $811,376.

    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).

  8. period ended2024-09-30
    13F 3,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $565,833.

    13F-HR 0001542153-24-000013 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).