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Focus Partners Wealth: KEX position timeline

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

Focus Partners Wealth held 2,714 KEX 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 2,714 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $369,024.

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

    • Focus Partners Wealth: 2,714 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 2,675 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $512,121.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 652 shares
    • Focus Partners Advisor Solutions, LLC: 2,023 shares

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

  3. period ended2025-12-31
    13F 3,162 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $276,781.

    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 2,724 shares
    Change vs previous 13F -3,395 shares

    <0.01% of the 13F portfolio, value $227,318.

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

    • Focus Partners Wealth: 2,724 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 6,119 shares
    Change vs previous 13F +2,583 shares

    <0.01% of the 13F portfolio, value $694,011.

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

    • Focus Partners Wealth: 4,223 shares
    • Focus Partners Advisor Solutions, LLC: 1,896 shares

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

  6. period ended2025-03-31
    13F/A 3,536 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $357,171.

    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 3,624 shares
    Change vs previous 13F +945 shares

    <0.01% of the 13F portfolio, value $383,420.

    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 2,679 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,990.

    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).