Skip to content
Disclosery

Focus Partners Wealth: PATH position timeline

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

Focus Partners Wealth held 0 PATH shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -63,831 shares

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

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

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

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

  2. period ended2025-12-31
    13F 63,831 shares
    Change vs previous 13F +5,399 shares

    <0.01% of the 13F portfolio, value $1,015,044.

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

    • Focus Partners Wealth: 36,102 shares
    • Focus Partners Advisor Solutions, LLC: 27,729 shares

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

  3. period ended2025-09-30
    13F 58,432 shares
    Change vs previous 13F -54,086 shares

    <0.01% of the 13F portfolio, value $803,762.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 23,845 shares
    • Focus Partners Advisor Solutions, LLC: 34,587 shares

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

  4. period ended2025-06-30
    13F 112,518 shares
    Change vs previous 13F +45,444 shares

    <0.01% of the 13F portfolio, value $1,440,235.

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

    • Focus Partners Wealth: 57,613 shares
    • Focus Partners Advisor Solutions, LLC: 54,905 shares

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

  5. period ended2025-03-31
    13F/A 67,074 shares
    Change vs previous 13F +6,936 shares

    <0.01% of the 13F portfolio, value $690,888.

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

    • Focus Partners Wealth: 43,773 shares
    • Focus Partners Advisor Solutions, LLC: 23,301 shares

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

  6. period ended2024-12-31
    13F/A 60,138 shares
    Change vs previous 13F +31,895 shares

    <0.01% of the 13F portfolio, value $764,361.

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

    • Focus Partners Wealth: 47,736 shares
    • Focus Partners Advisor Solutions, LLC: 12,402 shares

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

  7. period ended2024-09-30
    13F 28,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $365,126.

    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).