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Focus Partners Wealth: MA position timeline

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

Focus Partners Wealth held 641,259 MA 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 641,259 shares
    Change vs previous 13F -39,056 shares

    0.3% of the 13F portfolio, value $329,350,631.

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

    • Focus Partners Wealth: 628,324 shares
    • Focus Partners Advisor Solutions, LLC: 12,935 shares

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

  2. period ended2026-03-31
    13F 680,315 shares
    Change vs previous 13F -22,181 shares

    0.34% of the 13F portfolio, value $339,958,769.

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

    • Focus Partners Wealth: 665,028 shares
    • Focus Partners Advisor Solutions, LLC: 15,287 shares

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

  3. period ended2025-12-31
    13F 702,496 shares
    Change vs previous 13F +91,127 shares

    0.42% of the 13F portfolio, value $401,032,435.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 687,542 shares
    • Focus Partners Advisor Solutions, LLC: 14,954 shares

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

  4. period ended2025-09-30
    13F 611,369 shares
    Change vs previous 13F -3,539 shares

    0.49% of the 13F portfolio, value $347,685,352.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 602,510 shares
    • Focus Partners Advisor Solutions, LLC: 8,859 shares

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

  5. period ended2025-06-30
    13F 614,908 shares
    Change vs previous 13F -4,879 shares

    0.64% of the 13F portfolio, value $345,535,630.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 601,709 shares
    • Focus Partners Advisor Solutions, LLC: 13,199 shares

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

  6. period ended2025-03-31
    13F/A 619,787 shares
    Change vs previous 13F +3,480 shares

    0.73% of the 13F portfolio, value $339,719,218.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 607,702 shares
    • Focus Partners Advisor Solutions, LLC: 12,085 shares

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

  7. period ended2024-12-31
    13F/A 616,307 shares
    Change vs previous 13F +311,036 shares

    0.73% of the 13F portfolio, value $324,529,628.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 605,131 shares
    • Focus Partners Advisor Solutions, LLC: 11,176 shares

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

  8. period ended2024-09-30
    13F 305,271 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $150,725,038.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 295,130 shares
    • Focus Partners Advisor Solutions, LLC: 10,141 shares

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