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Focus Partners Wealth: MO position timeline

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

Focus Partners Wealth held 817,563 MO 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 817,563 shares
    Change vs previous 13F +45,059 shares

    0.05% of the 13F portfolio, value $58,928,701.

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

    • Focus Partners Wealth: 749,469 shares
    • Focus Partners Advisor Solutions, LLC: 68,094 shares

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

  2. period ended2026-03-31
    13F 772,504 shares
    Change vs previous 13F -12,526 shares

    0.05% of the 13F portfolio, value $51,071,199.

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

    • Focus Partners Wealth: 730,400 shares
    • Focus Partners Advisor Solutions, LLC: 42,104 shares

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

  3. period ended2025-12-31
    13F 785,030 shares
    Change vs previous 13F +134,736 shares

    0.05% of the 13F portfolio, value $45,519,486.

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

    • Focus Partners Wealth: 730,052 shares
    • Focus Partners Advisor Solutions, LLC: 54,978 shares

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

  4. period ended2025-09-30
    13F 650,294 shares
    Change vs previous 13F +381,002 shares

    0.06% of the 13F portfolio, value $42,869,518.

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

    • Focus Partners Wealth: 589,394 shares
    • Focus Partners Advisor Solutions, LLC: 60,900 shares

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

  5. period ended2025-06-30
    13F 269,292 shares
    Change vs previous 13F +14,519 shares

    0.03% of the 13F portfolio, value $15,850,656.

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

    • Focus Partners Wealth: 223,568 shares
    • Focus Partners Advisor Solutions, LLC: 45,724 shares

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

  6. period ended2025-03-31
    13F/A 254,773 shares
    Change vs previous 13F +9,825 shares

    0.03% of the 13F portfolio, value $15,350,535.

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

    • Focus Partners Wealth: 202,587 shares
    • Focus Partners Advisor Solutions, LLC: 52,186 shares

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

  7. period ended2024-12-31
    13F/A 244,948 shares
    Change vs previous 13F +110,085 shares

    0.03% of the 13F portfolio, value $12,867,689.

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

    • Focus Partners Wealth: 186,384 shares
    • Focus Partners Advisor Solutions, LLC: 58,564 shares

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

  8. period ended2024-09-30
    13F 134,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,888,856.

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

    • Focus Partners Wealth: 107,946 shares
    • Focus Partners Advisor Solutions, LLC: 26,917 shares

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