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Focus Partners Wealth: NTRS position timeline

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

Focus Partners Wealth held 69,308 NTRS 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 69,308 shares
    Change vs previous 13F +1,158 shares

    0.01% of the 13F portfolio, value $12,049,923.

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

    • Focus Partners Wealth: 61,886 shares
    • Focus Partners Advisor Solutions, LLC: 7,422 shares

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

  2. period ended2026-03-31
    13F 68,150 shares
    Change vs previous 13F +11,488 shares

    0.01% of the 13F portfolio, value $9,622,312.

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

    • Focus Partners Wealth: 60,499 shares
    • Focus Partners Advisor Solutions, LLC: 7,651 shares

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

  3. period ended2025-12-31
    13F 56,662 shares
    Change vs previous 13F +32,497 shares

    0.01% of the 13F portfolio, value $7,740,045.

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

    • Focus Partners Wealth: 50,952 shares
    • Focus Partners Advisor Solutions, LLC: 5,710 shares

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

  4. period ended2025-09-30
    13F 24,165 shares
    Change vs previous 13F +3,303 shares

    <0.01% of the 13F portfolio, value $3,241,630.

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

    • Focus Partners Wealth: 20,615 shares
    • Focus Partners Advisor Solutions, LLC: 3,550 shares

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

  5. period ended2025-06-30
    13F 20,862 shares
    Change vs previous 13F +2,280 shares

    0.01% of the 13F portfolio, value $2,645,245.

    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 18,582 shares
    Change vs previous 13F -2,685 shares

    <0.01% of the 13F portfolio, value $1,833,209.

    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 21,267 shares
    Change vs previous 13F +1,990 shares

    0.01% of the 13F portfolio, value $2,179,781.

    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 19,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,735,488.

    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).