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Disclosery

Focus Partners Wealth: HERO position timeline

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

Focus Partners Wealth held 18,317 HERO 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 18,317 shares
    Change vs previous 13F -1,448 shares

    <0.01% of the 13F portfolio, value $453,605.

    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 19,765 shares
    Change vs previous 13F -850 shares

    <0.01% of the 13F portfolio, value $508,552.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 20,615 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $674,735.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 20,514 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $695,046.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 20,615 shares
    Change vs previous 13F -2,213 shares

    <0.01% of the 13F portfolio, value $674,735.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 22,828 shares
    Change vs previous 13F -248 shares

    <0.01% of the 13F portfolio, value $569,548.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 23,076 shares
    Change vs previous 13F -3,205 shares

    <0.01% of the 13F portfolio, value $541,834.

    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 26,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $639,681.

    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).