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Disclosery

Focus Partners Wealth: L position timeline

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

Focus Partners Wealth held 48,315 L 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 48,315 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $5,469,970.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 48,501 shares
    Change vs previous 13F -1,180 shares

    0.01% of the 13F portfolio, value $5,186,647.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 49,681 shares
    Change vs previous 13F +32,734 shares

    0.01% of the 13F portfolio, value $5,231,997.

    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 16,947 shares
    Change vs previous 13F -3,935 shares

    <0.01% of the 13F portfolio, value $1,701,309.

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

    • Focus Partners Wealth: 16,947 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 20,882 shares
    Change vs previous 13F +1,814 shares

    <0.01% of the 13F portfolio, value $1,913,801.

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

    • Focus Partners Wealth: 18,002 shares
    • Focus Partners Advisor Solutions, LLC: 2,880 shares

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

  6. period ended2025-03-31
    13F/A 19,068 shares
    Change vs previous 13F +295 shares

    <0.01% of the 13F portfolio, value $1,752,540.

    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 18,773 shares
    Change vs previous 13F +13,108 shares

    <0.01% of the 13F portfolio, value $1,589,889.

    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 5,665 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,818.

    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).