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Focus Partners Wealth: MUNI position timeline

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

Focus Partners Wealth held 600,427 MUNI 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 600,427 shares
    Change vs previous 13F +569,885 shares

    0.03% of the 13F portfolio, value $31,582,478.

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

    • Focus Partners Wealth: 571,901 shares
    • Focus Partners Advisor Solutions, LLC: 28,526 shares

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

  2. period ended2026-03-31
    13F 30,542 shares
    Change vs previous 13F -574,338 shares

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,980 shares
    • Focus Partners Advisor Solutions, LLC: 28,562 shares

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  3. period ended2025-12-31
    13F 604,880 shares
    Change vs previous 13F -33,860 shares

    0.04% of the 13F portfolio, value $31,623,431.

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

    • Focus Partners Wealth: 604,880 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 638,740 shares
    Change vs previous 13F +62,909 shares

    0.05% of the 13F portfolio, value $33,393,349.

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

    • Focus Partners Wealth: 610,803 shares
    • Focus Partners Advisor Solutions, LLC: 27,937 shares

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

  5. period ended2025-06-30
    13F 575,831 shares
    Change vs previous 13F +7,992 shares

    0.06% of the 13F portfolio, value $29,574,689.

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

    • Focus Partners Wealth: 547,894 shares
    • Focus Partners Advisor Solutions, LLC: 27,937 shares

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

  6. period ended2025-03-31
    13F/A 567,839 shares
    Change vs previous 13F +5,771 shares

    0.06% of the 13F portfolio, value $29,272,114.

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

    • Focus Partners Wealth: 535,852 shares
    • Focus Partners Advisor Solutions, LLC: 31,987 shares

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

  7. period ended2024-12-31
    13F/A 562,068 shares
    Change vs previous 13F +58,731 shares

    0.07% of the 13F portfolio, value $29,075,774.

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

    • Focus Partners Wealth: 528,547 shares
    • Focus Partners Advisor Solutions, LLC: 33,521 shares

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

  8. period ended2024-09-30
    13F 503,337 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $26,666,821.

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

    • Focus Partners Wealth: 497,831 shares
    • Focus Partners Advisor Solutions, LLC: 5,506 shares

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