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Focus Partners Wealth: HSY position timeline

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

Focus Partners Wealth held 204,412 HSY 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 204,412 shares
    Change vs previous 13F -74,177 shares

    0.04% of the 13F portfolio, value $35,863,308.

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

    • Focus Partners Wealth: 204,412 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 278,589 shares
    Change vs previous 13F +12,293 shares

    0.06% of the 13F portfolio, value $57,916,092.

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

    • Focus Partners Wealth: 275,698 shares
    • Focus Partners Advisor Solutions, LLC: 2,891 shares

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

  3. period ended2025-12-31
    13F 266,296 shares
    Change vs previous 13F +56,390 shares

    0.05% of the 13F portfolio, value $48,479,873.

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

    • Focus Partners Wealth: 262,119 shares
    • Focus Partners Advisor Solutions, LLC: 4,177 shares

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

  4. period ended2025-09-30
    13F 209,906 shares
    Change vs previous 13F -10,519 shares

    0.06% of the 13F portfolio, value $39,263,038.

    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 220,425 shares
    Change vs previous 13F -9,792 shares

    0.08% of the 13F portfolio, value $36,579,772.

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

    • Focus Partners Wealth: 220,425 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 230,217 shares
    Change vs previous 13F +17,381 shares

    0.08% of the 13F portfolio, value $39,374,326.

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

    • Focus Partners Wealth: 227,762 shares
    • Focus Partners Advisor Solutions, LLC: 2,455 shares

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

  7. period ended2024-12-31
    13F/A 212,836 shares
    Change vs previous 13F +88,607 shares

    0.08% of the 13F portfolio, value $36,044,068.

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

    • Focus Partners Wealth: 207,307 shares
    • Focus Partners Advisor Solutions, LLC: 5,529 shares

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

  8. period ended2024-09-30
    13F 124,229 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,824,989.

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

    • Focus Partners Wealth: 117,369 shares
    • Focus Partners Advisor Solutions, LLC: 6,860 shares

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