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Disclosery

Focus Partners Wealth: JGRO position timeline

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

Focus Partners Wealth held 680,124 JGRO 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 680,124 shares
    Change vs previous 13F +10,718 shares

    0.07% of the 13F portfolio, value $67,053,548.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 669,406 shares
    Change vs previous 13F +2,068 shares

    0.06% of the 13F portfolio, value $56,578,182.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 667,338 shares
    Change vs previous 13F +22,089 shares

    0.07% of the 13F portfolio, value $61,928,991.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 645,249 shares
    Change vs previous 13F +43,306 shares

    0.1% of the 13F portfolio, value $60,492,216.

    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 601,943 shares
    Change vs previous 13F +16,573 shares

    0.11% of the 13F portfolio, value $51,809,223.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 585,370 shares
    Change vs previous 13F +33,229 shares

    0.11% of the 13F portfolio, value $43,194,438.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 552,141 shares
    Change vs previous 13F +552,141 shares

    0.12% of the 13F portfolio, value $44,740,015.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.