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Disclosery

Focus Partners Wealth: LONZ position timeline

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

Focus Partners Wealth held 38,657 LONZ 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 38,657 shares
    Change vs previous 13F +27,482 shares

    <0.01% of the 13F portfolio, value $1,906,156.

    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 11,175 shares
    Change vs previous 13F -112,413 shares

    <0.01% of the 13F portfolio, value $551,858.

    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 123,588 shares
    Change vs previous 13F +117,248 shares

    0.01% of the 13F portfolio, value $6,274,873.

    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 6,340 shares
    Change vs previous 13F -1,843 shares

    <0.01% of the 13F portfolio, value $323,789.

    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 8,183 shares
    Change vs previous 13F +578 shares

    <0.01% of the 13F portfolio, value $417,277.

    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 7,605 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $383,179.

    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 7,502 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,336.

    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).