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Focus Partners Wealth: MEAR position timeline

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

Focus Partners Wealth held 186,649 MEAR 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 186,649 shares
    Change vs previous 13F -12,302 shares

    0.01% of the 13F portfolio, value $9,403,397.

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

    • Focus Partners Wealth: 181,094 shares
    • Focus Partners Advisor Solutions, LLC: 5,555 shares

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

  2. period ended2026-03-31
    13F 198,951 shares
    Change vs previous 13F -2,813 shares

    0.01% of the 13F portfolio, value $10,015,203.

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

    • Focus Partners Wealth: 193,420 shares
    • Focus Partners Advisor Solutions, LLC: 5,531 shares

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

  3. period ended2025-12-31
    13F 201,764 shares
    Change vs previous 13F +1,171 shares

    0.01% of the 13F portfolio, value $10,152,764.

    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 200,593 shares
    Change vs previous 13F -25,418 shares

    0.02% of the 13F portfolio, value $10,131,952.

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

    • Focus Partners Wealth: 200,593 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 226,011 shares
    Change vs previous 13F -52,931 shares

    0.02% of the 13F portfolio, value $11,361,579.

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

    • Focus Partners Wealth: 207,061 shares
    • Focus Partners Advisor Solutions, LLC: 18,950 shares

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

  6. period ended2025-03-31
    13F/A 278,942 shares
    Change vs previous 13F -122,674 shares

    0.04% of the 13F portfolio, value $14,014,046.

    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 401,616 shares
    Change vs previous 13F +226,939 shares

    0.05% of the 13F portfolio, value $20,060,719.

    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 174,677 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,788,895.

    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).