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Disclosery

Focus Partners Wealth: NI position timeline

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

Focus Partners Wealth held 32,149 NI 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 32,149 shares
    Change vs previous 13F +9,746 shares

    <0.01% of the 13F portfolio, value $1,528,687.

    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 22,403 shares
    Change vs previous 13F -9,642 shares

    <0.01% of the 13F portfolio, value $1,045,304.

    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 32,045 shares
    Change vs previous 13F +18,040 shares

    <0.01% of the 13F portfolio, value $1,338,209.

    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 14,005 shares
    Change vs previous 13F -8,056 shares

    <0.01% of the 13F portfolio, value $606,449.

    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 22,061 shares
    Change vs previous 13F +9,716 shares

    <0.01% of the 13F portfolio, value $889,929.

    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 12,345 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $494,920.

    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 12,140 shares
    Change vs previous 13F +3,692 shares

    <0.01% of the 13F portfolio, value $446,239.

    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 8,448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,709.

    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).