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Disclosery

Focus Partners Wealth: NEAR position timeline

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

Focus Partners Wealth held 235,567 NEAR 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 235,567 shares
    Change vs previous 13F +3,503 shares

    0.01% of the 13F portfolio, value $11,933,854.

    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 232,064 shares
    Change vs previous 13F -3,136 shares

    0.01% of the 13F portfolio, value $11,796,997.

    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 235,200 shares
    Change vs previous 13F -5,666 shares

    0.01% of the 13F portfolio, value $12,018,742.

    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 240,866 shares
    Change vs previous 13F -2,525 shares

    0.02% of the 13F portfolio, value $12,351,628.

    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 243,391 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $12,437,311.

    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 242,516 shares
    Change vs previous 13F +1,649 shares

    0.03% of the 13F portfolio, value $12,336,809.

    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 240,867 shares
    Change vs previous 13F -821 shares

    0.03% of the 13F portfolio, value $12,163,813.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 241,688 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,384,132.

    13F-HR 0001542153-24-000013 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).