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Focus Partners Wealth: KEYS position timeline

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

Focus Partners Wealth held 859,748 KEYS 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 859,748 shares
    Change vs previous 13F -533,291 shares

    0.28% of the 13F portfolio, value $300,965,880.

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

    • Focus Partners Wealth: 856,240 shares
    • Focus Partners Advisor Solutions, LLC: 3,508 shares

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

  2. period ended2026-03-31
    13F 1,393,039 shares
    Change vs previous 13F -14,305 shares

    0.39% of the 13F portfolio, value $393,449,839.

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

    • Focus Partners Wealth: 1,388,116 shares
    • Focus Partners Advisor Solutions, LLC: 4,923 shares

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

  3. period ended2025-12-31
    13F 1,407,344 shares
    Change vs previous 13F +1,372,546 shares

    0.3% of the 13F portfolio, value $285,958,491.

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

    • Focus Partners Wealth: 1,406,286 shares
    • Focus Partners Advisor Solutions, LLC: 1,058 shares

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

  4. period ended2025-09-30
    13F 34,798 shares
    Change vs previous 13F -3,355 shares

    0.01% of the 13F portfolio, value $6,087,049.

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

    • Focus Partners Wealth: 34,798 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 38,153 shares
    Change vs previous 13F +3,228 shares

    0.01% of the 13F portfolio, value $6,251,906.

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

    • Focus Partners Wealth: 36,246 shares
    • Focus Partners Advisor Solutions, LLC: 1,907 shares

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

  6. period ended2025-03-31
    13F/A 34,925 shares
    Change vs previous 13F +1,037 shares

    0.01% of the 13F portfolio, value $5,230,692.

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

    • Focus Partners Wealth: 33,500 shares
    • Focus Partners Advisor Solutions, LLC: 1,425 shares

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

  7. period ended2024-12-31
    13F/A 33,888 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $5,443,406.

    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 33,924 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,391,494.

    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).