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Focus Partners Wealth: OGE position timeline

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

Focus Partners Wealth held 109,326 OGE 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 109,326 shares
    Change vs previous 13F +56,964 shares

    <0.01% of the 13F portfolio, value $5,319,860.

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

    • Focus Partners Wealth: 97,953 shares
    • Focus Partners Advisor Solutions, LLC: 11,373 shares

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

  2. period ended2026-03-31
    13F 52,362 shares
    Change vs previous 13F +21,887 shares

    <0.01% of the 13F portfolio, value $2,502,112.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 30,475 shares
    Change vs previous 13F +25,215 shares

    <0.01% of the 13F portfolio, value $1,301,308.

    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 5,260 shares
    Change vs previous 13F -4,311 shares

    <0.01% of the 13F portfolio, value $243,380.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 9,571 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $424,768.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 9,145 shares
    Change vs previous 13F +637 shares

    <0.01% of the 13F portfolio, value $420,305.

    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 8,508 shares
    Change vs previous 13F +3,274 shares

    <0.01% of the 13F portfolio, value $350,956.

    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 5,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,699.

    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).