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Focus Partners Wealth: HIG position timeline

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

Focus Partners Wealth held 17,238 HIG 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 17,238 shares
    Change vs previous 13F -13,845 shares

    <0.01% of the 13F portfolio, value $2,286,214.

    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 31,083 shares
    Change vs previous 13F -12,295 shares

    <0.01% of the 13F portfolio, value $4,210,113.

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

    • Focus Partners Wealth: 31,083 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 43,378 shares
    Change vs previous 13F +14,825 shares

    0.01% of the 13F portfolio, value $5,972,890.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,580 shares
    • Focus Partners Advisor Solutions, LLC: 3,798 shares

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

  4. period ended2025-09-30
    13F 28,553 shares
    Change vs previous 13F +6,343 shares

    0.01% of the 13F portfolio, value $3,790,775.

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

    • Focus Partners Wealth: 24,331 shares
    • Focus Partners Advisor Solutions, LLC: 4,222 shares

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

  5. period ended2025-06-30
    13F 22,210 shares
    Change vs previous 13F +1,831 shares

    0.01% of the 13F portfolio, value $2,816,970.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,735 shares
    • Focus Partners Advisor Solutions, LLC: 5,475 shares

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

  6. period ended2025-03-31
    13F/A 20,379 shares
    Change vs previous 13F +2,552 shares

    0.01% of the 13F portfolio, value $2,521,612.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,372 shares
    • Focus Partners Advisor Solutions, LLC: 6,007 shares

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

  7. period ended2024-12-31
    13F/A 17,827 shares
    Change vs previous 13F +862 shares

    <0.01% of the 13F portfolio, value $1,950,370.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,369 shares
    • Focus Partners Advisor Solutions, LLC: 3,458 shares

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

  8. period ended2024-09-30
    13F 16,965 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,995,363.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,292 shares
    • Focus Partners Advisor Solutions, LLC: 4,673 shares

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