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Disclosery

Focus Partners Wealth: LRGF position timeline

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

Focus Partners Wealth held 466,809 LRGF 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 466,809 shares
    Change vs previous 13F -60,898 shares

    0.04% of the 13F portfolio, value $35,304,812.

    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 527,707 shares
    Change vs previous 13F -5,322 shares

    0.04% of the 13F portfolio, value $34,828,725.

    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 533,029 shares
    Change vs previous 13F -5,080 shares

    0.04% of the 13F portfolio, value $37,008,258.

    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 538,109 shares
    Change vs previous 13F -3,439 shares

    0.06% of the 13F portfolio, value $37,172,633.

    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 541,548 shares
    Change vs previous 13F +22,039 shares

    0.08% of the 13F portfolio, value $34,729,512.

    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 519,509 shares
    Change vs previous 13F +5,555 shares

    0.08% of the 13F portfolio, value $30,069,219.

    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 513,954 shares
    Change vs previous 13F -1,890 shares

    0.08% of the 13F portfolio, value $31,017,168.

    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 515,844 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $30,316,160.

    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).