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Focus Partners Wealth: HDB position timeline

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

Focus Partners Wealth held 31,476 HDB 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 31,476 shares
    Change vs previous 13F +3,390 shares

    <0.01% of the 13F portfolio, value $813,077.

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

    • Focus Partners Wealth: 19,973 shares
    • Focus Partners Advisor Solutions, LLC: 11,503 shares

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

  2. period ended2026-03-31
    13F 28,086 shares
    Change vs previous 13F -10,974 shares

    <0.01% of the 13F portfolio, value $683,490.

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

    • Focus Partners Wealth: 18,209 shares
    • Focus Partners Advisor Solutions, LLC: 9,877 shares

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

  3. period ended2025-12-31
    13F 39,060 shares
    Change vs previous 13F +1,468 shares

    <0.01% of the 13F portfolio, value $1,427,287.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,610 shares
    • Focus Partners Advisor Solutions, LLC: 20,450 shares

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

  4. period ended2025-09-30
    13F 37,592 shares
    Change vs previous 13F +18,344 shares

    <0.01% of the 13F portfolio, value $1,294,093.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,757 shares
    • Focus Partners Advisor Solutions, LLC: 22,835 shares

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

  5. period ended2025-06-30
    13F 19,248 shares
    Change vs previous 13F +10,301 shares

    <0.01% of the 13F portfolio, value $1,476,102.

    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: 9,019 shares
    • Focus Partners Advisor Solutions, LLC: 10,229 shares

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

  6. period ended2025-03-31
    13F/A 8,947 shares
    Change vs previous 13F +1,262 shares

    0.01% of the 13F portfolio, value $594,439.

    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: 0 shares
    • Focus Partners Advisor Solutions, LLC: 8,947 shares

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

  7. period ended2024-12-31
    13F/A 7,685 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,766.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,468 shares
    • Focus Partners Advisor Solutions, LLC: 4,217 shares

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