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Focus Partners Wealth: NWSA position timeline

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

Focus Partners Wealth held 189,394 NWSA 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 189,394 shares
    Change vs previous 13F +71,302 shares

    <0.01% of the 13F portfolio, value $4,703,500.

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

    • Focus Partners Wealth: 156,462 shares
    • Focus Partners Advisor Solutions, LLC: 32,932 shares

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

  2. period ended2026-03-31
    13F 118,092 shares
    Change vs previous 13F +77,603 shares

    <0.01% of the 13F portfolio, value $2,969,707.

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

    • Focus Partners Wealth: 96,017 shares
    • Focus Partners Advisor Solutions, LLC: 22,075 shares

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

  3. period ended2025-12-31
    13F 40,489 shares
    Change vs previous 13F -43,584 shares

    <0.01% of the 13F portfolio, value $1,057,593.

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

    • Focus Partners Wealth: 25,900 shares
    • Focus Partners Advisor Solutions, LLC: 14,589 shares

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

  4. period ended2025-09-30
    13F 84,073 shares
    Change vs previous 13F +9,002 shares

    <0.01% of the 13F portfolio, value $2,527,608.

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

    • Focus Partners Wealth: 51,557 shares
    • Focus Partners Advisor Solutions, LLC: 32,516 shares

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

  5. period ended2025-06-30
    13F 75,071 shares
    Change vs previous 13F +45,035 shares

    <0.01% of the 13F portfolio, value $2,231,077.

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

    • Focus Partners Wealth: 40,628 shares
    • Focus Partners Advisor Solutions, LLC: 34,443 shares

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

  6. period ended2025-03-31
    13F/A 30,036 shares
    Change vs previous 13F +16,369 shares

    <0.01% of the 13F portfolio, value $817,589.

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

    • Focus Partners Wealth: 16,618 shares
    • Focus Partners Advisor Solutions, LLC: 13,418 shares

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

  7. period ended2024-12-31
    13F/A 13,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,389.

    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).