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Disclosery

Focus Partners Wealth: OUNZ position timeline

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

Focus Partners Wealth held 33,974 OUNZ 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 33,974 shares
    Change vs previous 13F -14,552 shares

    <0.01% of the 13F portfolio, value $1,311,057.

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

    • Focus Partners Wealth: 33,974 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 48,526 shares
    Change vs previous 13F +15,683 shares

    <0.01% of the 13F portfolio, value $2,186,110.

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

    • Focus Partners Wealth: 37,182 shares
    • Focus Partners Advisor Solutions, LLC: 11,344 shares

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

  3. period ended2025-12-31
    13F 32,843 shares
    Change vs previous 13F -11,344 shares

    <0.01% of the 13F portfolio, value $1,362,328.

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

    • Focus Partners Wealth: 32,843 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 44,187 shares
    Change vs previous 13F +11,344 shares

    <0.01% of the 13F portfolio, value $1,643,326.

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

    • Focus Partners Wealth: 32,843 shares
    • Focus Partners Advisor Solutions, LLC: 11,344 shares

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

  5. period ended2025-06-30
    13F 32,843 shares
    Change vs previous 13F +11,171 shares

    <0.01% of the 13F portfolio, value $1,047,363.

    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 21,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $653,194.

    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).