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Focus Partners Wealth: MLM position timeline

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

Focus Partners Wealth held 15,120 MLM 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 15,120 shares
    Change vs previous 13F -372 shares

    0.01% of the 13F portfolio, value $8,719,950.

    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 15,492 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $9,127,984.

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

    • Focus Partners Wealth: 15,492 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 16,108 shares
    Change vs previous 13F +11,318 shares

    0.01% of the 13F portfolio, value $10,038,495.

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

    • Focus Partners Wealth: 15,511 shares
    • Focus Partners Advisor Solutions, LLC: 597 shares

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

  4. period ended2025-09-30
    13F 4,790 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $3,018,914.

    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 4,550 shares
    Change vs previous 13F +314 shares

    0.01% of the 13F portfolio, value $2,498,063.

    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 4,236 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $2,025,403.

    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 4,042 shares
    Change vs previous 13F +345 shares

    0.01% of the 13F portfolio, value $2,087,706.

    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 3,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,989,849.

    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).