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Focus Partners Wealth: MBB position timeline

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

Focus Partners Wealth held 159,953 MBB 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 159,953 shares
    Change vs previous 13F +20,287 shares

    0.01% of the 13F portfolio, value $15,118,909.

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

    • Focus Partners Wealth: 139,211 shares
    • Focus Partners Advisor Solutions, LLC: 20,742 shares

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

  2. period ended2026-03-31
    13F 139,666 shares
    Change vs previous 13F +14,894 shares

    0.01% of the 13F portfolio, value $13,340,493.

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

    • Focus Partners Wealth: 120,369 shares
    • Focus Partners Advisor Solutions, LLC: 19,297 shares

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

  3. period ended2025-12-31
    13F 124,772 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $11,880,838.

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

    • Focus Partners Wealth: 116,903 shares
    • Focus Partners Advisor Solutions, LLC: 7,869 shares

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

  4. period ended2025-09-30
    13F 125,078 shares
    Change vs previous 13F -5,586 shares

    0.02% of the 13F portfolio, value $11,902,721.

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

    • Focus Partners Wealth: 114,016 shares
    • Focus Partners Advisor Solutions, LLC: 11,062 shares

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

  5. period ended2025-06-30
    13F 130,664 shares
    Change vs previous 13F +67,344 shares

    0.02% of the 13F portfolio, value $12,268,104.

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

    • Focus Partners Wealth: 112,239 shares
    • Focus Partners Advisor Solutions, LLC: 18,425 shares

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

  6. period ended2025-03-31
    13F/A 63,320 shares
    Change vs previous 13F -3,108 shares

    0.01% of the 13F portfolio, value $5,938,188.

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

    • Focus Partners Wealth: 51,574 shares
    • Focus Partners Advisor Solutions, LLC: 11,746 shares

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

  7. period ended2024-12-31
    13F/A 66,428 shares
    Change vs previous 13F +54,859 shares

    0.01% of the 13F portfolio, value $6,090,251.

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

    • Focus Partners Wealth: 53,339 shares
    • Focus Partners Advisor Solutions, LLC: 13,089 shares

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

  8. period ended2024-09-30
    13F 11,569 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,108,536.

    13F-HR 0001085146-24-005963 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).