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Focus Partners Wealth: OEF position timeline

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

Focus Partners Wealth held 432,114 OEF 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 432,114 shares
    Change vs previous 13F -612,737 shares

    0.14% of the 13F portfolio, value $158,098,250.

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

    • Focus Partners Wealth: 429,435 shares
    • Focus Partners Advisor Solutions, LLC: 2,679 shares

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

  2. period ended2026-03-31
    13F 1,044,851 shares
    Change vs previous 13F -1,692 shares

    0.33% of the 13F portfolio, value $332,335,851.

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

    • Focus Partners Wealth: 1,039,893 shares
    • Focus Partners Advisor Solutions, LLC: 4,958 shares

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

  3. period ended2025-12-31
    13F 1,046,543 shares
    Change vs previous 13F +276,801 shares

    0.37% of the 13F portfolio, value $358,911,402.

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

    • Focus Partners Wealth: 1,042,292 shares
    • Focus Partners Advisor Solutions, LLC: 4,251 shares

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

  4. period ended2025-09-30
    13F 769,742 shares
    Change vs previous 13F -1,511 shares

    0.36% of the 13F portfolio, value $256,210,942.

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

    • Focus Partners Wealth: 766,474 shares
    • Focus Partners Advisor Solutions, LLC: 3,268 shares

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

  5. period ended2025-06-30
    13F 771,253 shares
    Change vs previous 13F +6,913 shares

    0.44% of the 13F portfolio, value $234,731,223.

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

    • Focus Partners Wealth: 769,238 shares
    • Focus Partners Advisor Solutions, LLC: 2,015 shares

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

  6. period ended2025-03-31
    13F/A 764,340 shares
    Change vs previous 13F +743,441 shares

    0.45% of the 13F portfolio, value $207,006,076.

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

    • Focus Partners Wealth: 763,435 shares
    • Focus Partners Advisor Solutions, LLC: 905 shares

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

  7. period ended2024-12-31
    13F/A 20,899 shares
    Change vs previous 13F +1,994 shares

    0.01% of the 13F portfolio, value $6,036,816.

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

    • Focus Partners Wealth: 20,025 shares
    • Focus Partners Advisor Solutions, LLC: 874 shares

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

  8. period ended2024-09-30
    13F 18,905 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,232,148.

    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).