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Disclosery

Focus Partners Wealth: NAD position timeline

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

Focus Partners Wealth held 58,329 NAD 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 58,329 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $706,982.

    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 57,655 shares
    Change vs previous 13F -2,875 shares

    <0.01% of the 13F portfolio, value $663,045.

    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 60,530 shares
    Change vs previous 13F +43,640 shares

    <0.01% of the 13F portfolio, value $723,328.

    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 16,890 shares
    Change vs previous 13F -13,984 shares

    <0.01% of the 13F portfolio, value $197,450.

    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 30,874 shares
    Change vs previous 13F +10,176 shares

    <0.01% of the 13F portfolio, value $348,574.

    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 20,698 shares
    Change vs previous 13F -179,184 shares

    <0.01% of the 13F portfolio, value $238,442.

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

    • Focus Partners Wealth: 20,698 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 199,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,330,623.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,864 shares
    • Focus Partners Advisor Solutions, LLC: 188,018 shares

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