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Disclosery

Focus Partners Wealth: KMX position timeline

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

Focus Partners Wealth held 1,037,919 KMX 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 1,037,919 shares
    Change vs previous 13F -497,544 shares

    0.05% of the 13F portfolio, value $54,895,959.

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

    • Focus Partners Wealth: 1,016,596 shares
    • Focus Partners Advisor Solutions, LLC: 21,323 shares

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

  2. period ended2026-03-31
    13F 1,535,463 shares
    Change vs previous 13F +744,935 shares

    0.06% of the 13F portfolio, value $63,844,603.

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

    • Focus Partners Wealth: 1,492,859 shares
    • Focus Partners Advisor Solutions, LLC: 42,604 shares

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

  3. period ended2025-12-31
    13F 790,528 shares
    Change vs previous 13F +759,018 shares

    0.03% of the 13F portfolio, value $30,546,065.

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

    • Focus Partners Wealth: 766,492 shares
    • Focus Partners Advisor Solutions, LLC: 24,036 shares

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

  4. period ended2025-09-30
    13F 31,510 shares
    Change vs previous 13F -19,859 shares

    <0.01% of the 13F portfolio, value $1,269,581.

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

    • Focus Partners Wealth: 16,125 shares
    • Focus Partners Advisor Solutions, LLC: 15,385 shares

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

  5. period ended2025-06-30
    13F 51,369 shares
    Change vs previous 13F +26,599 shares

    0.01% of the 13F portfolio, value $3,452,466.

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

    • Focus Partners Wealth: 32,174 shares
    • Focus Partners Advisor Solutions, LLC: 19,195 shares

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

  6. period ended2025-03-31
    13F/A 24,770 shares
    Change vs previous 13F +1,457 shares

    <0.01% of the 13F portfolio, value $1,929,937.

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

    • Focus Partners Wealth: 18,099 shares
    • Focus Partners Advisor Solutions, LLC: 6,671 shares

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

  7. period ended2024-12-31
    13F/A 23,313 shares
    Change vs previous 13F +12,408 shares

    <0.01% of the 13F portfolio, value $1,906,072.

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

    • Focus Partners Wealth: 20,783 shares
    • Focus Partners Advisor Solutions, LLC: 2,530 shares

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

  8. period ended2024-09-30
    13F 10,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $843,830.

    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).