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Disclosery

Focus Partners Wealth: PR position timeline

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

Focus Partners Wealth held 353,109 PR 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 353,109 shares
    Change vs previous 13F +26,696 shares

    0.01% of the 13F portfolio, value $6,500,756.

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

    • Focus Partners Wealth: 328,114 shares
    • Focus Partners Advisor Solutions, LLC: 24,995 shares

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

  2. period ended2026-03-31
    13F 326,413 shares
    Change vs previous 13F -179,649 shares

    0.01% of the 13F portfolio, value $6,959,220.

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

    • Focus Partners Wealth: 295,240 shares
    • Focus Partners Advisor Solutions, LLC: 31,173 shares

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

  3. period ended2024-09-30
    13F 506,062 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,887,509.

    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).