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Focus Partners Wealth: MSI position timeline

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

Focus Partners Wealth held 342,434 MSI 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 342,434 shares
    Change vs previous 13F +5,710 shares

    0.15% of the 13F portfolio, value $142,210,680.

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

    • Focus Partners Wealth: 342,434 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 336,724 shares
    Change vs previous 13F +22,992 shares

    0.15% of the 13F portfolio, value $146,142,989.

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

    • Focus Partners Wealth: 336,241 shares
    • Focus Partners Advisor Solutions, LLC: 483 shares

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

  3. period ended2025-12-31
    13F 313,732 shares
    Change vs previous 13F +305,402 shares

    0.14% of the 13F portfolio, value $120,268,770.

    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 8,330 shares
    Change vs previous 13F -922 shares

    0.01% of the 13F portfolio, value $3,804,645.

    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 9,252 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $3,890,402.

    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 8,175 shares
    Change vs previous 13F -628 shares

    0.01% of the 13F portfolio, value $3,579,771.

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

    • Focus Partners Wealth: 8,175 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 8,803 shares
    Change vs previous 13F +3,356 shares

    0.01% of the 13F portfolio, value $4,069,606.

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

    • Focus Partners Wealth: 8,324 shares
    • Focus Partners Advisor Solutions, LLC: 479 shares

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

  8. period ended2024-09-30
    13F 5,447 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,442,535.

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

    • Focus Partners Wealth: 4,753 shares
    • Focus Partners Advisor Solutions, LLC: 694 shares

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