Skip to content
Disclosery

Focus Partners Wealth: OIS position timeline

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

Focus Partners Wealth held 10,416 OIS 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 10,416 shares
    Change vs previous 13F -16,191 shares

    <0.01% of the 13F portfolio, value $83,433.

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

    • Focus Partners Wealth: 10,416 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 26,607 shares
    Change vs previous 13F +14,263 shares

    <0.01% of the 13F portfolio, value $309,707.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,097 shares
    • Focus Partners Advisor Solutions, LLC: 13,510 shares

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

  3. period ended2025-12-31
    13F 12,344 shares
    Change vs previous 13F -658 shares

    <0.01% of the 13F portfolio, value $83,569.

    13F-HR 0001868872-26-000002 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).

  4. period ended2025-09-30
    13F 13,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,903.

    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).