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Focus Partners Wealth: MLPA position timeline

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

Focus Partners Wealth held 175,672 MLPA 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 175,672 shares
    Change vs previous 13F +20,390 shares

    0.01% of the 13F portfolio, value $9,324,658.

    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 155,282 shares
    Change vs previous 13F +6,432 shares

    0.01% of the 13F portfolio, value $8,365,070.

    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 148,850 shares
    Change vs previous 13F +126,382 shares

    0.01% of the 13F portfolio, value $7,230,410.

    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 22,468 shares
    Change vs previous 13F -849 shares

    <0.01% of the 13F portfolio, value $1,087,919.

    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 23,317 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $1,170,477.

    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 22,731 shares
    Change vs previous 13F -1,348 shares

    <0.01% of the 13F portfolio, value $1,210,015.

    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 24,079 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $1,189,733.

    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 23,913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,147,358.

    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).