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Disclosery

Focus Partners Wealth: HAL position timeline

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

Focus Partners Wealth held 329,908 HAL 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 329,908 shares
    Change vs previous 13F +17,393 shares

    0.01% of the 13F portfolio, value $11,200,395.

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

    • Focus Partners Wealth: 280,561 shares
    • Focus Partners Advisor Solutions, LLC: 49,347 shares

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

  2. period ended2026-03-31
    13F 312,515 shares
    Change vs previous 13F +8,307 shares

    0.01% of the 13F portfolio, value $12,185,042.

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

    • Focus Partners Wealth: 268,783 shares
    • Focus Partners Advisor Solutions, LLC: 43,732 shares

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

  3. period ended2025-12-31
    13F 304,208 shares
    Change vs previous 13F +221,154 shares

    0.01% of the 13F portfolio, value $8,592,827.

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

    • Focus Partners Wealth: 262,121 shares
    • Focus Partners Advisor Solutions, LLC: 42,087 shares

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

  4. period ended2025-09-30
    13F 83,054 shares
    Change vs previous 13F -37,878 shares

    <0.01% of the 13F portfolio, value $2,090,848.

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

    • Focus Partners Wealth: 57,962 shares
    • Focus Partners Advisor Solutions, LLC: 25,092 shares

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

  5. period ended2025-06-30
    13F 120,932 shares
    Change vs previous 13F +51,743 shares

    <0.01% of the 13F portfolio, value $2,464,630.

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

    • Focus Partners Wealth: 76,508 shares
    • Focus Partners Advisor Solutions, LLC: 44,424 shares

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

  6. period ended2025-03-31
    13F/A 69,189 shares
    Change vs previous 13F +27,217 shares

    <0.01% of the 13F portfolio, value $1,755,357.

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

    • Focus Partners Wealth: 52,045 shares
    • Focus Partners Advisor Solutions, LLC: 17,144 shares

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

  7. period ended2024-12-31
    13F/A 41,972 shares
    Change vs previous 13F +18,124 shares

    <0.01% of the 13F portfolio, value $1,141,253.

    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 23,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $692,781.

    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).