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Focus Partners Wealth: HEI-A position timeline

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

Focus Partners Wealth held 13,263 HEI-A 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 13,263 shares
    Change vs previous 13F +3,787 shares

    <0.01% of the 13F portfolio, value $3,421,066.

    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: 6,459 shares
    • Focus Partners Advisor Solutions, LLC: 6,804 shares

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

  2. period ended2026-03-31
    13F 9,476 shares
    Change vs previous 13F -918 shares

    <0.01% of the 13F portfolio, value $2,000,364.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,538 shares
    • Focus Partners Advisor Solutions, LLC: 4,938 shares

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

  3. period ended2025-12-31
    13F 10,394 shares
    Change vs previous 13F +6,490 shares

    <0.01% of the 13F portfolio, value $2,624,120.

    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: 4,177 shares
    • Focus Partners Advisor Solutions, LLC: 6,217 shares

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

  4. period ended2025-09-30
    13F 3,904 shares
    Change vs previous 13F -2,529 shares

    <0.01% of the 13F portfolio, value $992,039.

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

    • Focus Partners Wealth: 3,904 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 6,433 shares
    Change vs previous 13F +886 shares

    <0.01% of the 13F portfolio, value $1,664,501.

    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: 1,923 shares
    • Focus Partners Advisor Solutions, LLC: 4,510 shares

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

  6. period ended2025-03-31
    13F/A 5,547 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $1,170,244.

    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: 1,060 shares
    • Focus Partners Advisor Solutions, LLC: 4,487 shares

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

  7. period ended2024-12-31
    13F/A 5,363 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $997,981.

    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: 1,135 shares
    • Focus Partners Advisor Solutions, LLC: 4,228 shares

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

  8. period ended2024-09-30
    13F 6,085 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,239,879.

    13F-HR 0001085146-24-005963 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).