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Focus Partners Wealth: HMOP position timeline

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

Focus Partners Wealth held 376,922 HMOP 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 376,922 shares
    Change vs previous 13F +371,241 shares

    0.01% of the 13F portfolio, value $14,754,611.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 371,241 shares
    • Focus Partners Advisor Solutions, LLC: 5,681 shares

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

  2. period ended2026-03-31
    13F 5,681 shares
    Change vs previous 13F -397,823 shares

    0.01% of the 13F portfolio, value $14,461,017.

    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: 0 shares
    • Focus Partners Advisor Solutions, LLC: 5,681 shares

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

  3. period ended2025-12-31
    13F 403,504 shares
    Change vs previous 13F -10,843 shares

    0.02% of the 13F portfolio, value $15,724,553.

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

    • Focus Partners Wealth: 403,504 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 414,347 shares
    Change vs previous 13F +35,169 shares

    0.02% of the 13F portfolio, value $16,147,105.

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

    • Focus Partners Wealth: 408,666 shares
    • Focus Partners Advisor Solutions, LLC: 5,681 shares

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

  5. period ended2025-06-30
    13F 379,178 shares
    Change vs previous 13F +7,743 shares

    0.03% of the 13F portfolio, value $14,514,933.

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

    • Focus Partners Wealth: 369,887 shares
    • Focus Partners Advisor Solutions, LLC: 9,291 shares

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

  6. period ended2025-03-31
    13F/A 371,435 shares
    Change vs previous 13F -3,022 shares

    0.03% of the 13F portfolio, value $14,281,670.

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

    • Focus Partners Wealth: 362,140 shares
    • Focus Partners Advisor Solutions, LLC: 9,295 shares

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

  7. period ended2024-12-31
    13F/A 374,457 shares
    Change vs previous 13F +20,891 shares

    0.03% of the 13F portfolio, value $14,476,509.

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

    • Focus Partners Wealth: 365,162 shares
    • Focus Partners Advisor Solutions, LLC: 9,295 shares

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

  8. period ended2024-09-30
    13F 353,566 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,930,501.

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

    • Focus Partners Wealth: 347,123 shares
    • Focus Partners Advisor Solutions, LLC: 6,443 shares

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