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Focus Partners Wealth: NTRA position timeline

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

Focus Partners Wealth held 27,136 NTRA 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 27,136 shares
    Change vs previous 13F +862 shares

    0.01% of the 13F portfolio, value $7,366,045.

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

    • Focus Partners Wealth: 19,435 shares
    • Focus Partners Advisor Solutions, LLC: 7,701 shares

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

  2. period ended2026-03-31
    13F 26,274 shares
    Change vs previous 13F -2,227 shares

    0.01% of the 13F portfolio, value $5,254,448.

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

    • Focus Partners Wealth: 15,986 shares
    • Focus Partners Advisor Solutions, LLC: 10,288 shares

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

  3. period ended2025-12-31
    13F 28,501 shares
    Change vs previous 13F +5,672 shares

    0.01% of the 13F portfolio, value $6,524,968.

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

    • Focus Partners Wealth: 17,180 shares
    • Focus Partners Advisor Solutions, LLC: 11,321 shares

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

  4. period ended2025-09-30
    13F 22,829 shares
    Change vs previous 13F +9,282 shares

    0.01% of the 13F portfolio, value $4,014,678.

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

    • Focus Partners Wealth: 12,289 shares
    • Focus Partners Advisor Solutions, LLC: 10,540 shares

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

  5. period ended2025-06-30
    13F 13,547 shares
    Change vs previous 13F +4,050 shares

    <0.01% of the 13F portfolio, value $2,288,605.

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

    • Focus Partners Wealth: 7,428 shares
    • Focus Partners Advisor Solutions, LLC: 6,119 shares

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

  6. period ended2025-03-31
    13F/A 9,497 shares
    Change vs previous 13F +2,543 shares

    <0.01% of the 13F portfolio, value $1,343,078.

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

    • Focus Partners Wealth: 5,993 shares
    • Focus Partners Advisor Solutions, LLC: 3,504 shares

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

  7. period ended2024-12-31
    13F/A 6,954 shares
    Change vs previous 13F +2,877 shares

    <0.01% of the 13F portfolio, value $1,100,819.

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

    • Focus Partners Wealth: 5,519 shares
    • Focus Partners Advisor Solutions, LLC: 1,435 shares

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

  8. period ended2024-09-30
    13F 4,077 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $517,575.

    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).