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Disclosery

Focus Partners Wealth: NUBD position timeline

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

Focus Partners Wealth held 310,210 NUBD 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 310,210 shares
    Change vs previous 13F -5,858 shares

    0.01% of the 13F portfolio, value $6,866,515.

    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 316,068 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $7,019,869.

    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 315,950 shares
    Change vs previous 13F -89,449 shares

    0.01% of the 13F portfolio, value $7,063,085.

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

    • Focus Partners Wealth: 315,950 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 405,399 shares
    Change vs previous 13F +96,302 shares

    0.01% of the 13F portfolio, value $9,114,350.

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

    • Focus Partners Wealth: 392,984 shares
    • Focus Partners Advisor Solutions, LLC: 12,415 shares

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

  5. period ended2025-06-30
    13F 309,097 shares
    Change vs previous 13F +87,730 shares

    0.01% of the 13F portfolio, value $6,880,509.

    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 221,367 shares
    Change vs previous 13F -87,163 shares

    0.01% of the 13F portfolio, value $4,911,028.

    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 308,530 shares
    Change vs previous 13F +11,914 shares

    0.02% of the 13F portfolio, value $6,719,819.

    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 296,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,733,196.

    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).