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Focus Partners Wealth: MTD position timeline

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

Focus Partners Wealth held 2,103 MTD 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 2,103 shares
    Change vs previous 13F -2,059 shares

    <0.01% of the 13F portfolio, value $2,687,423.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 4,162 shares
    Change vs previous 13F -823 shares

    0.01% of the 13F portfolio, value $5,258,251.

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

    • Focus Partners Wealth: 4,162 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 4,985 shares
    Change vs previous 13F +1,401 shares

    0.01% of the 13F portfolio, value $6,952,045.

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

    • Focus Partners Wealth: 4,809 shares
    • Focus Partners Advisor Solutions, LLC: 176 shares

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

  4. period ended2025-09-30
    13F 3,584 shares
    Change vs previous 13F -341 shares

    0.01% of the 13F portfolio, value $4,400,676.

    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 3,925 shares
    Change vs previous 13F +730 shares

    0.01% of the 13F portfolio, value $4,610,776.

    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 3,195 shares
    Change vs previous 13F +1,039 shares

    0.01% of the 13F portfolio, value $3,773,977.

    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 2,156 shares
    Change vs previous 13F +423 shares

    0.01% of the 13F portfolio, value $2,638,254.

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

    • Focus Partners Wealth: 2,156 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 1,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,598,982.

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

    • Focus Partners Wealth: 1,586 shares
    • Focus Partners Advisor Solutions, LLC: 147 shares

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