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Focus Partners Wealth: NDAQ position timeline

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

Focus Partners Wealth held 45,009 NDAQ 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 45,009 shares
    Change vs previous 13F -4,833 shares

    <0.01% of the 13F portfolio, value $3,548,142.

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

    • Focus Partners Wealth: 32,902 shares
    • Focus Partners Advisor Solutions, LLC: 12,107 shares

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

  2. period ended2026-03-31
    13F 49,842 shares
    Change vs previous 13F +11,703 shares

    <0.01% of the 13F portfolio, value $4,231,161.

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

    • Focus Partners Wealth: 35,789 shares
    • Focus Partners Advisor Solutions, LLC: 14,053 shares

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

  3. period ended2025-12-31
    13F 38,139 shares
    Change vs previous 13F +4,689 shares

    <0.01% of the 13F portfolio, value $3,704,536.

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

    • Focus Partners Wealth: 25,316 shares
    • Focus Partners Advisor Solutions, LLC: 12,823 shares

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

  4. period ended2025-09-30
    13F 33,450 shares
    Change vs previous 13F +11,214 shares

    <0.01% of the 13F portfolio, value $2,953,564.

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

    • Focus Partners Wealth: 20,534 shares
    • Focus Partners Advisor Solutions, LLC: 12,916 shares

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

  5. period ended2025-06-30
    13F 22,236 shares
    Change vs previous 13F +2,160 shares

    <0.01% of the 13F portfolio, value $1,988,144.

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

    • Focus Partners Wealth: 13,588 shares
    • Focus Partners Advisor Solutions, LLC: 8,648 shares

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

  6. period ended2025-03-31
    13F/A 20,076 shares
    Change vs previous 13F +7,826 shares

    <0.01% of the 13F portfolio, value $1,523,045.

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

    • Focus Partners Wealth: 14,351 shares
    • Focus Partners Advisor Solutions, LLC: 5,725 shares

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

  7. period ended2024-12-31
    13F/A 12,250 shares
    Change vs previous 13F -3,636 shares

    <0.01% of the 13F portfolio, value $947,108.

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

    • Focus Partners Wealth: 12,250 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 15,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,159,838.

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

    • Focus Partners Wealth: 12,143 shares
    • Focus Partners Advisor Solutions, LLC: 3,743 shares

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