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Disclosery

Focus Partners Wealth: HIFS position timeline

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

Focus Partners Wealth held 11,144 HIFS 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 11,144 shares
    Change vs previous 13F +71 shares

    <0.01% of the 13F portfolio, value $3,422,879.

    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 11,073 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $3,165,107.

    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 11,099 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $3,151,673.

    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 11,080 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $2,922,683.

    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 11,070 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,749,234.

    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 11,070 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $2,632,446.

    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 11,069 shares
    Change vs previous 13F +9,364 shares

    0.01% of the 13F portfolio, value $2,813,076.

    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 1,705 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $414,844.

    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).