Skip to content
Disclosery

Focus Partners Wealth: MDB position timeline

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

Focus Partners Wealth held 21,860 MDB 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 21,860 shares
    Change vs previous 13F -5,214 shares

    0.01% of the 13F portfolio, value $7,343,034.

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

    • Focus Partners Wealth: 17,987 shares
    • Focus Partners Advisor Solutions, LLC: 3,873 shares

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

  2. period ended2026-03-31
    13F 27,074 shares
    Change vs previous 13F +7,487 shares

    0.01% of the 13F portfolio, value $6,841,448.

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

    • Focus Partners Wealth: 21,766 shares
    • Focus Partners Advisor Solutions, LLC: 5,308 shares

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

  3. period ended2025-12-31
    13F 19,587 shares
    Change vs previous 13F +4,414 shares

    0.01% of the 13F portfolio, value $8,211,311.

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

    • Focus Partners Wealth: 16,102 shares
    • Focus Partners Advisor Solutions, LLC: 3,485 shares

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

  4. period ended2025-09-30
    13F 15,173 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $4,828,345.

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

    • Focus Partners Wealth: 12,292 shares
    • Focus Partners Advisor Solutions, LLC: 2,881 shares

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

  5. period ended2025-06-30
    13F 14,979 shares
    Change vs previous 13F +13,234 shares

    0.01% of the 13F portfolio, value $3,145,351.

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

    • Focus Partners Wealth: 11,560 shares
    • Focus Partners Advisor Solutions, LLC: 3,419 shares

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

  6. period ended2025-03-31
    13F/A 1,745 shares
    Change vs previous 13F -29,387 shares

    <0.01% of the 13F portfolio, value $288,453.

    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 31,132 shares
    Change vs previous 13F +11,335 shares

    0.02% of the 13F portfolio, value $7,247,824.

    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 19,797 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,352,119.

    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).