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Focus Partners Wealth: ONEQ position timeline

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

Focus Partners Wealth held 120,098 ONEQ 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 120,098 shares
    Change vs previous 13F +1,984 shares

    0.01% of the 13F portfolio, value $12,396,532.

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

    • Focus Partners Wealth: 118,112 shares
    • Focus Partners Advisor Solutions, LLC: 1,986 shares

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

  2. period ended2026-03-31
    13F 118,114 shares
    Change vs previous 13F -885 shares

    0.01% of the 13F portfolio, value $10,029,035.

    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 118,999 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $10,876,014.

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

    • Focus Partners Wealth: 118,999 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 118,996 shares
    Change vs previous 13F +4,740 shares

    0.02% of the 13F portfolio, value $10,682,220.

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

    • Focus Partners Wealth: 115,184 shares
    • Focus Partners Advisor Solutions, LLC: 3,812 shares

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

  5. period ended2025-06-30
    13F 114,256 shares
    Change vs previous 13F +1,445 shares

    0.02% of the 13F portfolio, value $9,151,875.

    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 112,811 shares
    Change vs previous 13F -562 shares

    0.02% of the 13F portfolio, value $7,678,469.

    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 113,373 shares
    Change vs previous 13F +96,051 shares

    0.02% of the 13F portfolio, value $8,623,156.

    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 17,322 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,240,253.

    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).