Skip to content
Disclosery

Focus Partners Wealth: POR position timeline

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

Focus Partners Wealth held 21,274 POR 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 21,274 shares
    Change vs previous 13F +2,100 shares

    <0.01% of the 13F portfolio, value $1,102,927.

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

    • Focus Partners Wealth: 15,828 shares
    • Focus Partners Advisor Solutions, LLC: 5,446 shares

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

  2. period ended2026-03-31
    13F 19,174 shares
    Change vs previous 13F +6,201 shares

    <0.01% of the 13F portfolio, value $1,012,397.

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

    • Focus Partners Wealth: 14,839 shares
    • Focus Partners Advisor Solutions, LLC: 4,335 shares

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

  3. period ended2025-12-31
    13F 12,973 shares
    Change vs previous 13F +4,115 shares

    <0.01% of the 13F portfolio, value $623,235.

    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 8,858 shares
    Change vs previous 13F +1,419 shares

    <0.01% of the 13F portfolio, value $389,795.

    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 7,439 shares
    Change vs previous 13F -1,373 shares

    <0.01% of the 13F portfolio, value $302,272.

    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 8,812 shares
    Change vs previous 13F +1,017 shares

    <0.01% of the 13F portfolio, value $393,059.

    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 7,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,000.

    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).