Skip to content
Disclosery

Focus Partners Wealth: LW position timeline

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

Focus Partners Wealth held 52,492 LW 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 52,492 shares
    Change vs previous 13F +13,436 shares

    <0.01% of the 13F portfolio, value $2,266,649.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,676 shares
    • Focus Partners Advisor Solutions, LLC: 15,816 shares

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

  2. period ended2026-03-31
    13F 39,056 shares
    Change vs previous 13F +16,338 shares

    <0.01% of the 13F portfolio, value $1,656,489.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,110 shares
    • Focus Partners Advisor Solutions, LLC: 13,946 shares

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

  3. period ended2025-12-31
    13F 22,718 shares
    Change vs previous 13F +22,718 shares

    <0.01% of the 13F portfolio, value $953,321.

    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 0 shares
    Change vs previous 13F -6,552 shares

    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).

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

  5. period ended2025-06-30
    13F 6,552 shares
    Change vs previous 13F +974 shares

    <0.01% of the 13F portfolio, value $339,744.

    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 5,578 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $297,321.

    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 5,810 shares
    Change vs previous 13F -14,137 shares

    <0.01% of the 13F portfolio, value $388,299.

    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 19,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,291,350.

    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).