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Disclosery

Focus Partners Wealth: NE position timeline

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

Focus Partners Wealth held 632,833 NE 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 632,833 shares
    Change vs previous 13F +177,230 shares

    0.02% of the 13F portfolio, value $23,604,699.

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

    • Focus Partners Wealth: 627,393 shares
    • Focus Partners Advisor Solutions, LLC: 5,440 shares

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

  2. period ended2026-03-31
    13F 455,603 shares
    Change vs previous 13F +32,049 shares

    0.02% of the 13F portfolio, value $22,356,407.

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

    • Focus Partners Wealth: 446,552 shares
    • Focus Partners Advisor Solutions, LLC: 9,051 shares

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

  3. period ended2025-12-31
    13F 423,554 shares
    Change vs previous 13F +14,416 shares

    0.01% of the 13F portfolio, value $11,976,580.

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

    • Focus Partners Wealth: 410,746 shares
    • Focus Partners Advisor Solutions, LLC: 12,808 shares

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

  4. period ended2025-09-30
    13F 409,138 shares
    Change vs previous 13F +27,066 shares

    0.02% of the 13F portfolio, value $11,576,232.

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

    • Focus Partners Wealth: 397,709 shares
    • Focus Partners Advisor Solutions, LLC: 11,429 shares

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

  5. period ended2025-06-30
    13F 382,072 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,144,024.

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

    • Focus Partners Wealth: 372,035 shares
    • Focus Partners Advisor Solutions, LLC: 10,037 shares

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