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Disclosery

Focus Partners Wealth: QDF position timeline

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

Focus Partners Wealth held 113,460 QDF 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 113,460 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $10,202,318.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 113,617 shares
    Change vs previous 13F -90,155 shares

    0.01% of the 13F portfolio, value $8,985,955.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 203,772 shares
    Change vs previous 13F +117,065 shares

    0.02% of the 13F portfolio, value $16,466,919.

    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 86,707 shares
    Change vs previous 13F -4,149 shares

    0.01% of the 13F portfolio, value $6,884,587.

    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 90,856 shares
    Change vs previous 13F -4,352 shares

    0.01% of the 13F portfolio, value $6,648,847.

    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 95,208 shares
    Change vs previous 13F -2,013 shares

    0.02% of the 13F portfolio, value $6,508,399.

    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 97,221 shares
    Change vs previous 13F -3,613 shares

    0.02% of the 13F portfolio, value $6,858,961.

    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).

  8. period ended2024-09-30
    13F 100,834 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,230,776.

    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).