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Focus Partners Wealth: JEF position timeline

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

Focus Partners Wealth held 244,916 JEF 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 244,916 shares
    Change vs previous 13F +23,922 shares

    0.01% of the 13F portfolio, value $12,240,972.

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

    • Focus Partners Wealth: 218,333 shares
    • Focus Partners Advisor Solutions, LLC: 26,583 shares

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

  2. period ended2026-03-31
    13F 220,994 shares
    Change vs previous 13F +21,416 shares

    0.01% of the 13F portfolio, value $9,119,869.

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

    • Focus Partners Wealth: 194,138 shares
    • Focus Partners Advisor Solutions, LLC: 26,856 shares

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

  3. period ended2025-12-31
    13F 199,578 shares
    Change vs previous 13F +29,750 shares

    0.01% of the 13F portfolio, value $12,367,960.

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

    • Focus Partners Wealth: 182,502 shares
    • Focus Partners Advisor Solutions, LLC: 17,076 shares

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

  4. period ended2025-09-30
    13F 169,828 shares
    Change vs previous 13F -3,275 shares

    0.02% of the 13F portfolio, value $11,044,718.

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

    • Focus Partners Wealth: 161,430 shares
    • Focus Partners Advisor Solutions, LLC: 8,398 shares

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

  5. period ended2025-06-30
    13F 173,103 shares
    Change vs previous 13F -13,684 shares

    0.02% of the 13F portfolio, value $9,467,032.

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

    • Focus Partners Wealth: 173,103 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 186,787 shares
    Change vs previous 13F -86,362 shares

    0.02% of the 13F portfolio, value $10,006,297.

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

    • Focus Partners Wealth: 182,681 shares
    • Focus Partners Advisor Solutions, LLC: 4,106 shares

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

  7. period ended2024-12-31
    13F/A 273,149 shares
    Change vs previous 13F +13,406 shares

    0.05% of the 13F portfolio, value $21,415,037.

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

    • Focus Partners Wealth: 268,342 shares
    • Focus Partners Advisor Solutions, LLC: 4,807 shares

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

  8. period ended2024-09-30
    13F 259,743 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,987,271.

    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).