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Focus Partners Wealth: MKL position timeline

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

Focus Partners Wealth held 8,147 MKL 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 8,147 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $15,912,517.

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

    • Focus Partners Wealth: 8,015 shares
    • Focus Partners Advisor Solutions, LLC: 132 shares

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

  2. period ended2026-03-31
    13F 8,262 shares
    Change vs previous 13F -144 shares

    0.02% of the 13F portfolio, value $15,814,048.

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

    • Focus Partners Wealth: 8,262 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 8,406 shares
    Change vs previous 13F +135 shares

    0.02% of the 13F portfolio, value $18,044,217.

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

    • Focus Partners Wealth: 8,280 shares
    • Focus Partners Advisor Solutions, LLC: 126 shares

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

  4. period ended2025-09-30
    13F 8,271 shares
    Change vs previous 13F -2,336 shares

    0.02% of the 13F portfolio, value $15,825,242.

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

    • Focus Partners Wealth: 8,068 shares
    • Focus Partners Advisor Solutions, LLC: 203 shares

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

  5. period ended2025-06-30
    13F 10,607 shares
    Change vs previous 13F +2,727 shares

    0.04% of the 13F portfolio, value $21,185,360.

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

    • Focus Partners Wealth: 10,459 shares
    • Focus Partners Advisor Solutions, LLC: 148 shares

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

  6. period ended2025-03-31
    13F/A 7,880 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $14,731,819.

    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 8,083 shares
    Change vs previous 13F -342 shares

    0.04% of the 13F portfolio, value $13,953,117.

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

    • Focus Partners Wealth: 8,083 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 8,425 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,215,287.

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

    • Focus Partners Wealth: 8,291 shares
    • Focus Partners Advisor Solutions, LLC: 134 shares

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