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Focus Partners Wealth: MPT position timeline

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

Focus Partners Wealth held 168,108 MPT 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 168,108 shares
    Change vs previous 13F +42,333 shares

    <0.01% of the 13F portfolio, value $776,704.

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

    • Focus Partners Wealth: 141,324 shares
    • Focus Partners Advisor Solutions, LLC: 26,784 shares

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

  2. period ended2026-03-31
    13F 125,775 shares
    Change vs previous 13F -194,527 shares

    <0.01% of the 13F portfolio, value $581,243.

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

    • Focus Partners Wealth: 94,830 shares
    • Focus Partners Advisor Solutions, LLC: 30,945 shares

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

  3. period ended2025-12-31
    13F 320,302 shares
    Change vs previous 13F +43,685 shares

    <0.01% of the 13F portfolio, value $1,612,054.

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

    • Focus Partners Wealth: 262,149 shares
    • Focus Partners Advisor Solutions, LLC: 58,153 shares

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

  4. period ended2025-09-30
    13F 276,617 shares
    Change vs previous 13F +226,612 shares

    <0.01% of the 13F portfolio, value $1,398,858.

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

    • Focus Partners Wealth: 226,201 shares
    • Focus Partners Advisor Solutions, LLC: 50,416 shares

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

  5. period ended2025-06-30
    13F 50,005 shares
    Change vs previous 13F +17,315 shares

    <0.01% of the 13F portfolio, value $215,534.

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

    • Focus Partners Wealth: 39,771 shares
    • Focus Partners Advisor Solutions, LLC: 10,234 shares

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

  6. period ended2025-03-31
    13F/A 32,690 shares
    Change vs previous 13F +3,415 shares

    <0.01% of the 13F portfolio, value $197,134.

    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 29,275 shares
    Change vs previous 13F -5,051 shares

    <0.01% of the 13F portfolio, value $115,638.

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

    • Focus Partners Wealth: 29,275 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 34,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,809.

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

    • Focus Partners Wealth: 23,583 shares
    • Focus Partners Advisor Solutions, LLC: 10,743 shares

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