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Disclosery

Focus Partners Wealth: MKC-V position timeline

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

Focus Partners Wealth held 106,396 MKC-V 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 106,396 shares
    Change vs previous 13F -2,470 shares

    0.01% of the 13F portfolio, value $5,372,999.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 108,866 shares
    Change vs previous 13F -11,500 shares

    0.01% of the 13F portfolio, value $5,484,669.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 120,366 shares
    Change vs previous 13F -10,196 shares

    0.01% of the 13F portfolio, value $8,187,051.

    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 130,562 shares
    Change vs previous 13F -1,100 shares

    0.01% of the 13F portfolio, value $8,711,097.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 131,662 shares
    Change vs previous 13F -7,007 shares

    0.02% of the 13F portfolio, value $9,941,719.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 138,669 shares
    Change vs previous 13F -4,000 shares

    0.03% of the 13F portfolio, value $11,377,791.

    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 142,669 shares
    Change vs previous 13F +503 shares

    0.03% of the 13F portfolio, value $10,814,310.

    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 142,166 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,734,382.

    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).