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Disclosery

Focus Partners Wealth: OTTR position timeline

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

Focus Partners Wealth held 14,988 OTTR 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 14,988 shares
    Change vs previous 13F +4,386 shares

    <0.01% of the 13F portfolio, value $1,348,684.

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

    • Focus Partners Wealth: 12,147 shares
    • Focus Partners Advisor Solutions, LLC: 2,841 shares

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

  2. period ended2026-03-31
    13F 10,602 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $930,582.

    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 10,186 shares
    Change vs previous 13F +3,166 shares

    <0.01% of the 13F portfolio, value $823,328.

    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 7,020 shares
    Change vs previous 13F -1,026 shares

    <0.01% of the 13F portfolio, value $575,430.

    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 8,046 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $620,310.

    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 8,035 shares
    Change vs previous 13F +8,035 shares

    <0.01% of the 13F portfolio, value $645,792.

    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 0 shares
    Change vs previous 13F -2,874 shares

    13F-HR 0001085146-25-001729 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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,632.

    13F-HR 0001085146-24-005963 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).