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Focus Partners Wealth: HDEF position timeline

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

Focus Partners Wealth held 14,238 HDEF 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 14,238 shares
    Change vs previous 13F +7,444 shares

    <0.01% of the 13F portfolio, value $457,623.

    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).

  2. period ended2026-03-31
    13F 6,794 shares
    Change vs previous 13F -10,020 shares

    <0.01% of the 13F portfolio, value $220,208.

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

    • Focus Partners Wealth: 6,794 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 16,814 shares
    Change vs previous 13F -2,830 shares

    <0.01% of the 13F portfolio, value $521,097.

    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: 6,880 shares
    • Focus Partners Advisor Solutions, LLC: 9,934 shares

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

  4. period ended2025-09-30
    13F 19,644 shares
    Change vs previous 13F +10,390 shares

    0.01% of the 13F portfolio, value $591,437.

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

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

  5. period ended2025-06-30
    13F 9,254 shares
    Change vs previous 13F -456 shares

    <0.01% of the 13F portfolio, value $267,070.

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

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

  6. period ended2025-03-31
    13F 9,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,529.

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

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