Skip to content
Disclosery

Focus Partners Wealth: HWM position timeline

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

Focus Partners Wealth held 42,360 HWM 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 42,360 shares
    Change vs previous 13F -15,900 shares

    0.01% of the 13F portfolio, value $11,389,336.

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

    • Focus Partners Wealth: 39,645 shares
    • Focus Partners Advisor Solutions, LLC: 2,715 shares

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

  2. period ended2026-03-31
    13F 58,260 shares
    Change vs previous 13F +3,389 shares

    0.01% of the 13F portfolio, value $13,453,218.

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

    • Focus Partners Wealth: 54,964 shares
    • Focus Partners Advisor Solutions, LLC: 3,296 shares

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

  3. period ended2025-12-31
    13F 54,871 shares
    Change vs previous 13F +19,855 shares

    0.01% of the 13F portfolio, value $11,248,859.

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

    • Focus Partners Wealth: 51,110 shares
    • Focus Partners Advisor Solutions, LLC: 3,761 shares

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

  4. period ended2025-09-30
    13F 35,016 shares
    Change vs previous 13F +11,325 shares

    0.01% of the 13F portfolio, value $6,987,872.

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

    • Focus Partners Wealth: 24,495 shares
    • Focus Partners Advisor Solutions, LLC: 10,521 shares

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

  5. period ended2025-06-30
    13F 23,691 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $4,408,042.

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

    • Focus Partners Wealth: 18,938 shares
    • Focus Partners Advisor Solutions, LLC: 4,753 shares

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

  6. period ended2025-03-31
    13F/A 22,372 shares
    Change vs previous 13F +3,891 shares

    0.01% of the 13F portfolio, value $2,902,493.

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

    • Focus Partners Wealth: 17,351 shares
    • Focus Partners Advisor Solutions, LLC: 5,021 shares

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

  7. period ended2024-12-31
    13F/A 18,481 shares
    Change vs previous 13F +1,867 shares

    <0.01% of the 13F portfolio, value $2,021,217.

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

    • Focus Partners Wealth: 15,423 shares
    • Focus Partners Advisor Solutions, LLC: 3,058 shares

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

  8. period ended2024-09-30
    13F 16,614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,665,577.

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

    • Focus Partners Wealth: 13,875 shares
    • Focus Partners Advisor Solutions, LLC: 2,739 shares

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