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Focus Partners Wealth: NOW position timeline

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

Focus Partners Wealth held 1,007,705 NOW 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 1,007,705 shares
    Change vs previous 13F -22,262 shares

    0.09% of the 13F portfolio, value $100,045,144.

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

    • Focus Partners Wealth: 984,634 shares
    • Focus Partners Advisor Solutions, LLC: 23,071 shares

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

  2. period ended2026-03-31
    13F 1,029,967 shares
    Change vs previous 13F +227,551 shares

    0.11% of the 13F portfolio, value $107,654,686.

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

    • Focus Partners Wealth: 995,592 shares
    • Focus Partners Advisor Solutions, LLC: 34,375 shares

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

  3. period ended2025-12-31
    13F 802,416 shares
    Change vs previous 13F +651,618 shares

    0.13% of the 13F portfolio, value $123,481,313.

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

    • Focus Partners Wealth: 776,886 shares
    • Focus Partners Advisor Solutions, LLC: 25,530 shares

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

  4. period ended2025-09-30
    13F 150,798 shares
    Change vs previous 13F +9,069 shares

    0.2% of the 13F portfolio, value $138,649,152.

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

    • Focus Partners Wealth: 146,728 shares
    • Focus Partners Advisor Solutions, LLC: 4,070 shares

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

  5. period ended2025-06-30
    13F 141,729 shares
    Change vs previous 13F +10,148 shares

    0.27% of the 13F portfolio, value $145,708,265.

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

    • Focus Partners Wealth: 138,830 shares
    • Focus Partners Advisor Solutions, LLC: 2,899 shares

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

  6. period ended2025-03-31
    13F/A 131,581 shares
    Change vs previous 13F +2,283 shares

    0.23% of the 13F portfolio, value $104,759,140.

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

    • Focus Partners Wealth: 128,973 shares
    • Focus Partners Advisor Solutions, LLC: 2,608 shares

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

  7. period ended2024-12-31
    13F/A 129,298 shares
    Change vs previous 13F +76,123 shares

    0.31% of the 13F portfolio, value $137,072,545.

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

    • Focus Partners Wealth: 127,681 shares
    • Focus Partners Advisor Solutions, LLC: 1,617 shares

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

  8. period ended2024-09-30
    13F 53,175 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $45,817,887.

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

    • Focus Partners Wealth: 52,267 shares
    • Focus Partners Advisor Solutions, LLC: 908 shares

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