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Focus Partners Wealth: O position timeline

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

Focus Partners Wealth held 165,620 O 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 165,620 shares
    Change vs previous 13F -146,221 shares

    0.01% of the 13F portfolio, value $10,261,823.

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

    • Focus Partners Wealth: 165,620 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 311,841 shares
    Change vs previous 13F +125,977 shares

    0.02% of the 13F portfolio, value $19,079,045.

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

    • Focus Partners Wealth: 304,230 shares
    • Focus Partners Advisor Solutions, LLC: 7,611 shares

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

  3. period ended2025-12-31
    13F 185,864 shares
    Change vs previous 13F +116,387 shares

    0.01% of the 13F portfolio, value $10,524,520.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 69,477 shares
    Change vs previous 13F -19,537 shares

    0.01% of the 13F portfolio, value $4,223,610.

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

    • Focus Partners Wealth: 69,477 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 89,014 shares
    Change vs previous 13F +9,786 shares

    0.01% of the 13F portfolio, value $5,128,010.

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

    • Focus Partners Wealth: 67,512 shares
    • Focus Partners Advisor Solutions, LLC: 21,502 shares

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

  6. period ended2025-03-31
    13F/A 79,228 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $4,596,140.

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

    • Focus Partners Wealth: 68,704 shares
    • Focus Partners Advisor Solutions, LLC: 10,524 shares

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

  7. period ended2024-12-31
    13F/A 79,279 shares
    Change vs previous 13F +2,487 shares

    0.01% of the 13F portfolio, value $4,234,421.

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

    • Focus Partners Wealth: 64,809 shares
    • Focus Partners Advisor Solutions, LLC: 14,470 shares

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

  8. period ended2024-09-30
    13F 76,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,870,281.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 59,352 shares
    • Focus Partners Advisor Solutions, LLC: 17,440 shares

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