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Disclosery

Focus Partners Wealth: KD position timeline

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

Focus Partners Wealth held 99,973 KD 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 99,973 shares
    Change vs previous 13F +10,031 shares

    <0.01% of the 13F portfolio, value $1,130,707.

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

    • Focus Partners Wealth: 80,484 shares
    • Focus Partners Advisor Solutions, LLC: 19,489 shares

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

  2. period ended2026-03-31
    13F 89,942 shares
    Change vs previous 13F +23,307 shares

    <0.01% of the 13F portfolio, value $1,179,925.

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

    • Focus Partners Wealth: 60,245 shares
    • Focus Partners Advisor Solutions, LLC: 29,697 shares

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

  3. period ended2025-12-31
    13F 66,635 shares
    Change vs previous 13F +19,092 shares

    <0.01% of the 13F portfolio, value $1,770,935.

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

    • Focus Partners Wealth: 39,598 shares
    • Focus Partners Advisor Solutions, LLC: 27,037 shares

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

  4. period ended2025-09-30
    13F 47,543 shares
    Change vs previous 13F +20,714 shares

    <0.01% of the 13F portfolio, value $1,401,921.

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

    • Focus Partners Wealth: 30,955 shares
    • Focus Partners Advisor Solutions, LLC: 16,588 shares

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

  5. period ended2025-06-30
    13F 26,829 shares
    Change vs previous 13F -776 shares

    <0.01% of the 13F portfolio, value $1,125,712.

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

    • Focus Partners Wealth: 17,546 shares
    • Focus Partners Advisor Solutions, LLC: 9,283 shares

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

  6. period ended2025-03-31
    13F/A 27,605 shares
    Change vs previous 13F +8,277 shares

    <0.01% of the 13F portfolio, value $866,822.

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

    • Focus Partners Wealth: 18,202 shares
    • Focus Partners Advisor Solutions, LLC: 9,403 shares

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

  7. period ended2024-12-31
    13F/A 19,328 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $668,782.

    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).