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Focus Partners Wealth: J position timeline

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

Focus Partners Wealth held 1,364,659 J 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 1,364,659 shares
    Change vs previous 13F -10,306 shares

    0.18% of the 13F portfolio, value $171,943,002.

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

    • Focus Partners Wealth: 1,364,659 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 1,374,965 shares
    Change vs previous 13F +31,152 shares

    0.18% of the 13F portfolio, value $175,005,100.

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

    • Focus Partners Wealth: 1,371,478 shares
    • Focus Partners Advisor Solutions, LLC: 3,487 shares

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

  3. period ended2025-12-31
    13F 1,343,813 shares
    Change vs previous 13F +953,183 shares

    0.19% of the 13F portfolio, value $178,001,688.

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

    • Focus Partners Wealth: 1,338,698 shares
    • Focus Partners Advisor Solutions, LLC: 5,115 shares

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

  4. period ended2025-09-30
    13F 390,630 shares
    Change vs previous 13F +95,478 shares

    0.08% of the 13F portfolio, value $58,552,092.

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

    • Focus Partners Wealth: 386,547 shares
    • Focus Partners Advisor Solutions, LLC: 4,083 shares

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

  5. period ended2025-06-30
    13F 295,152 shares
    Change vs previous 13F +1,358 shares

    0.07% of the 13F portfolio, value $38,797,605.

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

    • Focus Partners Wealth: 289,777 shares
    • Focus Partners Advisor Solutions, LLC: 5,375 shares

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

  6. period ended2025-03-31
    13F/A 293,794 shares
    Change vs previous 13F -808 shares

    0.08% of the 13F portfolio, value $35,516,913.

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

    • Focus Partners Wealth: 290,967 shares
    • Focus Partners Advisor Solutions, LLC: 2,827 shares

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

  7. period ended2024-12-31
    13F/A 294,602 shares
    Change vs previous 13F +15,900 shares

    0.1% of the 13F portfolio, value $39,364,797.

    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 278,702 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $36,482,217.

    13F-HR 0001542153-24-000013 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).