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Focus Partners Wealth: NYF position timeline

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

Focus Partners Wealth held 53,822 NYF 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 53,822 shares
    Change vs previous 13F -6,864 shares

    <0.01% of the 13F portfolio, value $2,901,275.

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

    • Focus Partners Wealth: 40,652 shares
    • Focus Partners Advisor Solutions, LLC: 13,170 shares

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

  2. period ended2026-03-31
    13F 60,686 shares
    Change vs previous 13F +26,678 shares

    <0.01% of the 13F portfolio, value $3,240,857.

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

    • Focus Partners Wealth: 46,642 shares
    • Focus Partners Advisor Solutions, LLC: 14,044 shares

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

  3. period ended2025-12-31
    13F 34,008 shares
    Change vs previous 13F -12,537 shares

    <0.01% of the 13F portfolio, value $1,819,769.

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

    • Focus Partners Wealth: 34,008 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 46,545 shares
    Change vs previous 13F -4,414 shares

    <0.01% of the 13F portfolio, value $2,483,178.

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

    • Focus Partners Wealth: 33,989 shares
    • Focus Partners Advisor Solutions, LLC: 12,556 shares

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

  5. period ended2025-06-30
    13F 50,959 shares
    Change vs previous 13F +4,741 shares

    <0.01% of the 13F portfolio, value $2,657,003.

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

    • Focus Partners Wealth: 46,482 shares
    • Focus Partners Advisor Solutions, LLC: 4,477 shares

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

  6. period ended2025-03-31
    13F/A 46,218 shares
    Change vs previous 13F +6,563 shares

    0.01% of the 13F portfolio, value $2,433,377.

    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 39,655 shares
    Change vs previous 13F +11,354 shares

    0.01% of the 13F portfolio, value $2,110,440.

    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 28,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,537,593.

    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).