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Disclosery

Focus Partners Wealth: K position timeline

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

Focus Partners Wealth held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -122,194 shares

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

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

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

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

  2. period ended2025-09-30
    13F 122,194 shares
    Change vs previous 13F -8,942 shares

    0.01% of the 13F portfolio, value $10,025,358.

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

    • Focus Partners Wealth: 118,604 shares
    • Focus Partners Advisor Solutions, LLC: 3,590 shares

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

  3. period ended2025-06-30
    13F 131,136 shares
    Change vs previous 13F -8,651 shares

    0.02% of the 13F portfolio, value $10,429,163.

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

    • Focus Partners Wealth: 127,861 shares
    • Focus Partners Advisor Solutions, LLC: 3,275 shares

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

  4. period ended2025-03-31
    13F/A 139,787 shares
    Change vs previous 13F -14,497 shares

    0.02% of the 13F portfolio, value $11,531,190.

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

    • Focus Partners Wealth: 137,267 shares
    • Focus Partners Advisor Solutions, LLC: 2,520 shares

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

  5. period ended2024-12-31
    13F/A 154,284 shares
    Change vs previous 13F -366,446 shares

    0.03% of the 13F portfolio, value $12,492,442.

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

    • Focus Partners Wealth: 154,284 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2024-09-30
    13F 520,730 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $42,028,297.

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

    • Focus Partners Wealth: 516,998 shares
    • Focus Partners Advisor Solutions, LLC: 3,732 shares

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