Focus Partners Wealth: Q position timeline

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

Focus Partners Wealth held 106,375 Q shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 106,375 shares
Change vs previous 13F -51,730 shares
0.02% of the 13F portfolio, value $17,372,626.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 101,986 shares
- Focus Partners Advisor Solutions, LLC: 4,389 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 158,105 shares
Change vs previous 13F -79,039 shares
0.02% of the 13F portfolio, value $18,242,205.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 153,786 shares
- Focus Partners Advisor Solutions, LLC: 4,319 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 237,144 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $19,362,884.
13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Focus Partners Wealth: 227,547 shares
- Focus Partners Advisor Solutions, LLC: 9,597 shares
Acceptance time not in the bulk data set (spec §4.2).