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Focus Partners Wealth: MTB position timeline

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

Focus Partners Wealth held 113,648 MTB 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 113,648 shares
    Change vs previous 13F +66,521 shares

    0.02% of the 13F portfolio, value $27,049,739.

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

    • Focus Partners Wealth: 111,944 shares
    • Focus Partners Advisor Solutions, LLC: 1,704 shares

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

  2. period ended2026-03-31
    13F 47,127 shares
    Change vs previous 13F +15,410 shares

    0.01% of the 13F portfolio, value $9,752,770.

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

    • Focus Partners Wealth: 45,886 shares
    • Focus Partners Advisor Solutions, LLC: 1,241 shares

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

  3. period ended2025-12-31
    13F 31,717 shares
    Change vs previous 13F +4,956 shares

    0.01% of the 13F portfolio, value $6,390,000.

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

    • Focus Partners Wealth: 25,696 shares
    • Focus Partners Advisor Solutions, LLC: 6,021 shares

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

  4. period ended2025-09-30
    13F 26,761 shares
    Change vs previous 13F +3,152 shares

    0.01% of the 13F portfolio, value $5,282,703.

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

    • Focus Partners Wealth: 19,020 shares
    • Focus Partners Advisor Solutions, LLC: 7,741 shares

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

  5. period ended2025-06-30
    13F 23,609 shares
    Change vs previous 13F -3,049 shares

    0.01% of the 13F portfolio, value $4,579,943.

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

    • Focus Partners Wealth: 18,778 shares
    • Focus Partners Advisor Solutions, LLC: 4,831 shares

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

  6. period ended2025-03-31
    13F/A 26,658 shares
    Change vs previous 13F +1,736 shares

    0.01% of the 13F portfolio, value $4,765,466.

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

    • Focus Partners Wealth: 18,840 shares
    • Focus Partners Advisor Solutions, LLC: 7,818 shares

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

  7. period ended2024-12-31
    13F/A 24,922 shares
    Change vs previous 13F +17,404 shares

    0.01% of the 13F portfolio, value $4,685,676.

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

    • Focus Partners Wealth: 18,148 shares
    • Focus Partners Advisor Solutions, LLC: 6,774 shares

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

  8. period ended2024-09-30
    13F 7,518 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,339,291.

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

    • Focus Partners Wealth: 3,781 shares
    • Focus Partners Advisor Solutions, LLC: 3,737 shares

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