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Focus Partners Wealth: MLI position timeline

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

Focus Partners Wealth held 80,607 MLI 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 80,607 shares
    Change vs previous 13F -7,604 shares

    0.01% of the 13F portfolio, value $9,909,105.

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

    • Focus Partners Wealth: 64,564 shares
    • Focus Partners Advisor Solutions, LLC: 16,043 shares

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

  2. period ended2026-03-31
    13F 88,211 shares
    Change vs previous 13F +7,667 shares

    0.01% of the 13F portfolio, value $9,773,110.

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

    • Focus Partners Wealth: 65,048 shares
    • Focus Partners Advisor Solutions, LLC: 23,163 shares

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

  3. period ended2025-12-31
    13F 80,544 shares
    Change vs previous 13F +13,832 shares

    0.01% of the 13F portfolio, value $9,246,734.

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

    • Focus Partners Wealth: 60,238 shares
    • Focus Partners Advisor Solutions, LLC: 20,306 shares

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

  4. period ended2025-09-30
    13F 66,712 shares
    Change vs previous 13F +22,494 shares

    0.01% of the 13F portfolio, value $6,815,189.

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

    • Focus Partners Wealth: 49,242 shares
    • Focus Partners Advisor Solutions, LLC: 17,470 shares

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

  5. period ended2025-06-30
    13F 44,218 shares
    Change vs previous 13F +38,138 shares

    0.01% of the 13F portfolio, value $3,514,061.

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

    • Focus Partners Wealth: 38,304 shares
    • Focus Partners Advisor Solutions, LLC: 5,914 shares

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

  6. period ended2025-03-31
    13F 6,080 shares
    Change vs previous 13F +2,382 shares

    0.01% of the 13F portfolio, value $462,998.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    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 3,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,473.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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