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Disclosery

Focus Partners Wealth: HLN position timeline

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

Focus Partners Wealth held 221,287 HLN 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 221,287 shares
    Change vs previous 13F +25,739 shares

    <0.01% of the 13F portfolio, value $2,064,628.

    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 195,548 shares
    Change vs previous 13F +24,577 shares

    <0.01% of the 13F portfolio, value $3,418,109.

    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 170,971 shares
    Change vs previous 13F +16,406 shares

    <0.01% of the 13F portfolio, value $1,728,527.

    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 154,565 shares
    Change vs previous 13F +72,146 shares

    <0.01% of the 13F portfolio, value $1,393,024.

    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 82,419 shares
    Change vs previous 13F +9,313 shares

    <0.01% of the 13F portfolio, value $854,684.

    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 73,106 shares
    Change vs previous 13F +1,178 shares

    <0.01% of the 13F portfolio, value $752,272.

    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 71,928 shares
    Change vs previous 13F +42,651 shares

    <0.01% of the 13F portfolio, value $686,201.

    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 29,277 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $309,753.

    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).