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Focus Partners Wealth: MSCI position timeline

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

Focus Partners Wealth held 82,138 MSCI 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 82,138 shares
    Change vs previous 13F -655 shares

    0.04% of the 13F portfolio, value $46,001,173.

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

    • Focus Partners Wealth: 80,230 shares
    • Focus Partners Advisor Solutions, LLC: 1,908 shares

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

  2. period ended2026-03-31
    13F 82,793 shares
    Change vs previous 13F +5,977 shares

    0.04% of the 13F portfolio, value $44,662,726.

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

    • Focus Partners Wealth: 80,312 shares
    • Focus Partners Advisor Solutions, LLC: 2,481 shares

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

  3. period ended2025-12-31
    13F 76,816 shares
    Change vs previous 13F +3,497 shares

    0.05% of the 13F portfolio, value $44,072,099.

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

    • Focus Partners Wealth: 75,267 shares
    • Focus Partners Advisor Solutions, LLC: 1,549 shares

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

  4. period ended2025-09-30
    13F 73,319 shares
    Change vs previous 13F +45,822 shares

    0.06% of the 13F portfolio, value $41,619,146.

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

    • Focus Partners Wealth: 70,968 shares
    • Focus Partners Advisor Solutions, LLC: 2,351 shares

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

  5. period ended2025-06-30
    13F 27,497 shares
    Change vs previous 13F +621 shares

    0.03% of the 13F portfolio, value $15,858,911.

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

    • Focus Partners Wealth: 25,179 shares
    • Focus Partners Advisor Solutions, LLC: 2,318 shares

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

  6. period ended2025-03-31
    13F/A 26,876 shares
    Change vs previous 13F +4,425 shares

    0.03% of the 13F portfolio, value $15,198,658.

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

    • Focus Partners Wealth: 24,728 shares
    • Focus Partners Advisor Solutions, LLC: 2,148 shares

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

  7. period ended2024-12-31
    13F/A 22,451 shares
    Change vs previous 13F +15,547 shares

    0.04% of the 13F portfolio, value $13,470,838.

    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 6,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,011,638.

    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).