Skip to content
Disclosery

Focus Partners Wealth: OC position timeline

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

Focus Partners Wealth held 32,223 OC 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 32,223 shares
    Change vs previous 13F +6,679 shares

    <0.01% of the 13F portfolio, value $5,122,674.

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

    • Focus Partners Wealth: 24,624 shares
    • Focus Partners Advisor Solutions, LLC: 7,599 shares

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

  2. period ended2026-03-31
    13F 25,544 shares
    Change vs previous 13F +8,045 shares

    <0.01% of the 13F portfolio, value $2,767,896.

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

    • Focus Partners Wealth: 18,081 shares
    • Focus Partners Advisor Solutions, LLC: 7,463 shares

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

  3. period ended2025-12-31
    13F 17,499 shares
    Change vs previous 13F +6,145 shares

    <0.01% of the 13F portfolio, value $1,958,467.

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

    • Focus Partners Wealth: 13,225 shares
    • Focus Partners Advisor Solutions, LLC: 4,274 shares

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

  4. period ended2025-09-30
    13F 11,354 shares
    Change vs previous 13F +3,733 shares

    <0.01% of the 13F portfolio, value $1,573,039.

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

    • Focus Partners Wealth: 8,971 shares
    • Focus Partners Advisor Solutions, LLC: 2,383 shares

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

  5. period ended2025-06-30
    13F 7,621 shares
    Change vs previous 13F +3,806 shares

    <0.01% of the 13F portfolio, value $1,048,145.

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

    • Focus Partners Wealth: 4,534 shares
    • Focus Partners Advisor Solutions, LLC: 3,087 shares

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

  6. period ended2025-03-31
    13F/A 3,815 shares
    Change vs previous 13F -684 shares

    <0.01% of the 13F portfolio, value $544,931.

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

    • Focus Partners Wealth: 2,415 shares
    • Focus Partners Advisor Solutions, LLC: 1,400 shares

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

  7. period ended2024-12-31
    13F/A 4,499 shares
    Change vs previous 13F -2,598 shares

    <0.01% of the 13F portfolio, value $766,345.

    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 7,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,252,764.

    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).