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Focus Partners Wealth: ORI position timeline

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

Focus Partners Wealth held 263,658 ORI 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 263,658 shares
    Change vs previous 13F -348,129 shares

    0.01% of the 13F portfolio, value $10,789,324.

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

    • Focus Partners Wealth: 244,062 shares
    • Focus Partners Advisor Solutions, LLC: 19,596 shares

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

  2. period ended2026-03-31
    13F 611,787 shares
    Change vs previous 13F -34,252 shares

    0.02% of the 13F portfolio, value $24,426,119.

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

    • Focus Partners Wealth: 584,757 shares
    • Focus Partners Advisor Solutions, LLC: 27,030 shares

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

  3. period ended2025-12-31
    13F 646,039 shares
    Change vs previous 13F +58,925 shares

    0.03% of the 13F portfolio, value $29,483,741.

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

    • Focus Partners Wealth: 601,656 shares
    • Focus Partners Advisor Solutions, LLC: 44,383 shares

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

  4. period ended2025-09-30
    13F 587,114 shares
    Change vs previous 13F +339,818 shares

    0.04% of the 13F portfolio, value $24,922,131.

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

    • Focus Partners Wealth: 543,039 shares
    • Focus Partners Advisor Solutions, LLC: 44,075 shares

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

  5. period ended2025-06-30
    13F 247,296 shares
    Change vs previous 13F +8,019 shares

    0.02% of the 13F portfolio, value $9,505,961.

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

    • Focus Partners Wealth: 205,554 shares
    • Focus Partners Advisor Solutions, LLC: 41,742 shares

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

  6. period ended2025-03-31
    13F/A 239,277 shares
    Change vs previous 13F +8,165 shares

    0.02% of the 13F portfolio, value $9,384,481.

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

    • Focus Partners Wealth: 206,159 shares
    • Focus Partners Advisor Solutions, LLC: 33,118 shares

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

  7. period ended2024-12-31
    13F/A 231,112 shares
    Change vs previous 13F +1,928 shares

    0.02% of the 13F portfolio, value $8,363,958.

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

    • Focus Partners Wealth: 206,681 shares
    • Focus Partners Advisor Solutions, LLC: 24,431 shares

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

  8. period ended2024-09-30
    13F 229,184 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,117,721.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 204,743 shares
    • Focus Partners Advisor Solutions, LLC: 24,441 shares

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