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Disclosery

Focus Partners Wealth: LOCO position timeline

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

Focus Partners Wealth held 17,137 LOCO 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 17,137 shares
    Change vs previous 13F +17,137 shares

    <0.01% of the 13F portfolio, value $290,643.

    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 0 shares
    Change vs previous 13F -11,095 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 11,095 shares
    Change vs previous 13F +906 shares

    <0.01% of the 13F portfolio, value $108,454.

    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 10,189 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $117,934.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 10,154 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $111,796.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 10,033 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $103,340.

    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 10,148 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $117,108.

    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 10,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,000.

    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).