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Disclosery

Focus Partners Wealth: MSM position timeline

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

Focus Partners Wealth held 28,460 MSM 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 28,460 shares
    Change vs previous 13F +15,370 shares

    <0.01% of the 13F portfolio, value $3,385,133.

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

    • Focus Partners Wealth: 26,487 shares
    • Focus Partners Advisor Solutions, LLC: 1,973 shares

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

  2. period ended2026-03-31
    13F 13,090 shares
    Change vs previous 13F -6,639 shares

    <0.01% of the 13F portfolio, value $1,228,123.

    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 19,729 shares
    Change vs previous 13F +16,525 shares

    <0.01% of the 13F portfolio, value $1,659,284.

    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 3,204 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $295,294.

    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).