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Focus Partners Wealth: LPLA position timeline

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

Focus Partners Wealth held 64,443 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,443 shares
    Change vs previous 13F -4,372 shares

    0.15% of the 13F portfolio, value $18,152,569.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 68,815 shares
    Change vs previous 13F -35,207 shares

    0.21% of the 13F portfolio, value $20,701,804.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 68,815 shares

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

  3. period ended2025-12-31
    13F 104,022 shares
    Change vs previous 13F -98,830 shares

    0.04% of the 13F portfolio, value $37,153,984.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,212 shares
    • Focus Partners Advisor Solutions, LLC: 99,810 shares

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

  4. period ended2025-09-30
    13F 202,852 shares
    Change vs previous 13F +86,603 shares

    0.11% of the 13F portfolio, value $76,023,853.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,872 shares
    • Focus Partners Advisor Solutions, LLC: 198,980 shares

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

  5. period ended2025-06-30
    13F 116,249 shares
    Change vs previous 13F -1,057 shares

    0.08% of the 13F portfolio, value $43,589,062.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,280 shares
    • Focus Partners Advisor Solutions, LLC: 111,969 shares

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

  6. period ended2025-03-31
    13F/A 117,306 shares
    Change vs previous 13F +8,890 shares

    0.08% of the 13F portfolio, value $38,375,684.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,360 shares
    • Focus Partners Advisor Solutions, LLC: 112,946 shares

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

  7. period ended2024-12-31
    13F/A 108,416 shares
    Change vs previous 13F -43,467 shares

    0.08% of the 13F portfolio, value $35,399,056.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,887 shares
    • Focus Partners Advisor Solutions, LLC: 104,529 shares

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

  8. period ended2024-09-30
    13F 151,883 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,332,638.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,414 shares
    • Focus Partners Advisor Solutions, LLC: 148,469 shares

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