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Focus Partners Wealth: HUBS position timeline

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

Focus Partners Wealth held 25,367 HUBS 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 25,367 shares
    Change vs previous 13F +1,855 shares

    <0.01% of the 13F portfolio, value $4,630,088.

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

    • Focus Partners Wealth: 23,552 shares
    • Focus Partners Advisor Solutions, LLC: 1,815 shares

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

  2. period ended2026-03-31
    13F 23,512 shares
    Change vs previous 13F +3,676 shares

    0.01% of the 13F portfolio, value $5,722,138.

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

    • Focus Partners Wealth: 20,387 shares
    • Focus Partners Advisor Solutions, LLC: 3,125 shares

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

  3. period ended2025-12-31
    13F 19,836 shares
    Change vs previous 13F +4,472 shares

    0.01% of the 13F portfolio, value $7,998,029.

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

    • Focus Partners Wealth: 15,781 shares
    • Focus Partners Advisor Solutions, LLC: 4,055 shares

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

  4. period ended2025-09-30
    13F 15,364 shares
    Change vs previous 13F +2,871 shares

    0.01% of the 13F portfolio, value $7,064,104.

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

    • Focus Partners Wealth: 13,206 shares
    • Focus Partners Advisor Solutions, LLC: 2,158 shares

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

  5. period ended2025-06-30
    13F 12,493 shares
    Change vs previous 13F -991 shares

    0.01% of the 13F portfolio, value $6,953,538.

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

    • Focus Partners Wealth: 11,784 shares
    • Focus Partners Advisor Solutions, LLC: 709 shares

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

  6. period ended2025-03-31
    13F/A 13,484 shares
    Change vs previous 13F +317 shares

    0.02% of the 13F portfolio, value $7,703,006.

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

    • Focus Partners Wealth: 12,119 shares
    • Focus Partners Advisor Solutions, LLC: 1,365 shares

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

  7. period ended2024-12-31
    13F/A 13,167 shares
    Change vs previous 13F +12,382 shares

    0.02% of the 13F portfolio, value $9,174,348.

    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 785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $417,307.

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

    • Focus Partners Wealth: 785 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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