Skip to content
Disclosery

Focus Partners Wealth: OBDC position timeline

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

Focus Partners Wealth held 109,307 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,307 shares
    Change vs previous 13F -142,401 shares

    <0.01% of the 13F portfolio, value $1,188,184.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,558 shares
    • Focus Partners Advisor Solutions, LLC: 82,749 shares

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

  2. period ended2026-03-31
    13F 251,708 shares
    Change vs previous 13F +37,247 shares

    <0.01% of the 13F portfolio, value $2,783,105.

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

    • Focus Partners Wealth: 176,435 shares
    • Focus Partners Advisor Solutions, LLC: 75,273 shares

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

  3. period ended2025-12-31
    13F 214,461 shares
    Change vs previous 13F +112,154 shares

    <0.01% of the 13F portfolio, value $2,666,019.

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

    • Focus Partners Wealth: 155,389 shares
    • Focus Partners Advisor Solutions, LLC: 59,072 shares

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

  4. period ended2025-09-30
    13F 102,307 shares
    Change vs previous 13F +64,159 shares

    0.01% of the 13F portfolio, value $1,235,869.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,148 shares
    Change vs previous 13F +18,723 shares

    0.01% of the 13F portfolio, value $547,055.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    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 19,425 shares
    Change vs previous 13F +19,425 shares

    <0.01% of the 13F portfolio, value $284,776.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    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 0 shares
    Change vs previous 13F -16,256 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 16,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,858.

    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).