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Focus Partners Wealth: MKTX position timeline

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

Focus Partners Wealth held 10,306 MKTX 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 10,306 shares
    Change vs previous 13F -16,656 shares

    <0.01% of the 13F portfolio, value $1,169,631.

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

    • Focus Partners Wealth: 6,599 shares
    • Focus Partners Advisor Solutions, LLC: 3,707 shares

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

  2. period ended2026-03-31
    13F 26,962 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $4,448,138.

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

    • Focus Partners Wealth: 15,054 shares
    • Focus Partners Advisor Solutions, LLC: 11,908 shares

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

  3. period ended2025-12-31
    13F 27,228 shares
    Change vs previous 13F +14,310 shares

    0.01% of the 13F portfolio, value $4,935,238.

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

    • Focus Partners Wealth: 14,146 shares
    • Focus Partners Advisor Solutions, LLC: 13,082 shares

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

  4. period ended2025-09-30
    13F 12,918 shares
    Change vs previous 13F +5,391 shares

    <0.01% of the 13F portfolio, value $2,219,403.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,778 shares
    • Focus Partners Advisor Solutions, LLC: 8,140 shares

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

  5. period ended2025-06-30
    13F 7,527 shares
    Change vs previous 13F +5,048 shares

    <0.01% of the 13F portfolio, value $1,681,012.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,639 shares
    • Focus Partners Advisor Solutions, LLC: 3,888 shares

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

  6. period ended2025-03-31
    13F/A 2,479 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $536,332.

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

    • Focus Partners Wealth: 1,329 shares
    • Focus Partners Advisor Solutions, LLC: 1,150 shares

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

  7. period ended2024-12-31
    13F/A 1,501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $339,286.

    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).