Skip to content
Disclosery

Focus Partners Wealth: KB position timeline

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

Focus Partners Wealth held 16,722 KB 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 16,722 shares
    Change vs previous 13F +3,262 shares

    <0.01% of the 13F portfolio, value $1,755,175.

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

    • Focus Partners Wealth: 13,344 shares
    • Focus Partners Advisor Solutions, LLC: 3,378 shares

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

  2. period ended2026-03-31
    13F 13,460 shares
    Change vs previous 13F +1,217 shares

    <0.01% of the 13F portfolio, value $1,379,499.

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

    • Focus Partners Wealth: 10,537 shares
    • Focus Partners Advisor Solutions, LLC: 2,923 shares

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

  3. period ended2025-12-31
    13F 12,243 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $1,053,464.

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

    • Focus Partners Wealth: 9,412 shares
    • Focus Partners Advisor Solutions, LLC: 2,831 shares

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

  4. period ended2025-09-30
    13F 12,260 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $1,019,712.

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

    • Focus Partners Wealth: 9,183 shares
    • Focus Partners Advisor Solutions, LLC: 3,077 shares

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

  5. period ended2025-06-30
    13F 11,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $981,729.

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

    • Focus Partners Wealth: 8,991 shares
    • Focus Partners Advisor Solutions, LLC: 2,899 shares

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