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Focus Partners Wealth: MAR position timeline

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

Focus Partners Wealth held 96,746 MAR 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 96,746 shares
    Change vs previous 13F +1,565 shares

    0.03% of the 13F portfolio, value $35,853,968.

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

    • Focus Partners Wealth: 88,724 shares
    • Focus Partners Advisor Solutions, LLC: 8,022 shares

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

  2. period ended2026-03-31
    13F 95,181 shares
    Change vs previous 13F -5,518 shares

    0.03% of the 13F portfolio, value $31,131,715.

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

    • Focus Partners Wealth: 85,215 shares
    • Focus Partners Advisor Solutions, LLC: 9,966 shares

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

  3. period ended2025-12-31
    13F 100,699 shares
    Change vs previous 13F +23,004 shares

    0.03% of the 13F portfolio, value $31,180,290.

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

    • Focus Partners Wealth: 89,647 shares
    • Focus Partners Advisor Solutions, LLC: 11,052 shares

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

  4. period ended2025-09-30
    13F 77,695 shares
    Change vs previous 13F -5,320 shares

    0.03% of the 13F portfolio, value $20,112,624.

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

    • Focus Partners Wealth: 73,600 shares
    • Focus Partners Advisor Solutions, LLC: 4,095 shares

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

  5. period ended2025-06-30
    13F 83,015 shares
    Change vs previous 13F -5,330 shares

    0.04% of the 13F portfolio, value $22,680,629.

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

    • Focus Partners Wealth: 77,837 shares
    • Focus Partners Advisor Solutions, LLC: 5,178 shares

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

  6. period ended2025-03-31
    13F/A 88,345 shares
    Change vs previous 13F -17,508 shares

    0.05% of the 13F portfolio, value $21,044,299.

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

    • Focus Partners Wealth: 76,466 shares
    • Focus Partners Advisor Solutions, LLC: 11,879 shares

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

  7. period ended2024-12-31
    13F/A 105,853 shares
    Change vs previous 13F +39,013 shares

    0.07% of the 13F portfolio, value $29,527,152.

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

    • Focus Partners Wealth: 92,621 shares
    • Focus Partners Advisor Solutions, LLC: 13,232 shares

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

  8. period ended2024-09-30
    13F 66,840 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,616,903.

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

    • Focus Partners Wealth: 55,543 shares
    • Focus Partners Advisor Solutions, LLC: 11,297 shares

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