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Focus Partners Wealth: HRB position timeline

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

Focus Partners Wealth held 100,470 HRB 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 100,470 shares
    Change vs previous 13F +86,459 shares

    <0.01% of the 13F portfolio, value $3,827,406.

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

    • Focus Partners Wealth: 83,704 shares
    • Focus Partners Advisor Solutions, LLC: 16,766 shares

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

  2. period ended2026-03-31
    13F 14,011 shares
    Change vs previous 13F -8,197 shares

    <0.01% of the 13F portfolio, value $930,393.

    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 22,208 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $1,074,743.

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

    • Focus Partners Wealth: 22,208 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 24,461 shares
    Change vs previous 13F +5,326 shares

    <0.01% of the 13F portfolio, value $1,228,177.

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

    • Focus Partners Wealth: 18,303 shares
    • Focus Partners Advisor Solutions, LLC: 6,158 shares

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

  5. period ended2025-06-30
    13F 19,135 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $1,050,368.

    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 19,180 shares
    Change vs previous 13F -4,525 shares

    <0.01% of the 13F portfolio, value $1,053,206.

    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 23,705 shares
    Change vs previous 13F +16,638 shares

    <0.01% of the 13F portfolio, value $1,252,560.

    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 7,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $449,110.

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

    • Focus Partners Wealth: 7,067 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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