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Focus Partners Wealth: QUAL position timeline

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

Focus Partners Wealth held 1,581,038 QUAL 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 1,581,038 shares
    Change vs previous 13F -925,249 shares

    0.32% of the 13F portfolio, value $346,927,246.

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

    • Focus Partners Wealth: 1,477,108 shares
    • Focus Partners Advisor Solutions, LLC: 103,930 shares

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

  2. period ended2026-03-31
    13F 2,506,287 shares
    Change vs previous 13F +49,473 shares

    0.48% of the 13F portfolio, value $481,593,325.

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

    • Focus Partners Wealth: 2,400,332 shares
    • Focus Partners Advisor Solutions, LLC: 105,955 shares

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

  3. period ended2025-12-31
    13F 2,456,814 shares
    Change vs previous 13F +266,627 shares

    0.51% of the 13F portfolio, value $487,972,705.

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

    • Focus Partners Wealth: 2,386,956 shares
    • Focus Partners Advisor Solutions, LLC: 69,858 shares

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

  4. period ended2025-09-30
    13F 2,190,187 shares
    Change vs previous 13F +42,815 shares

    0.6% of the 13F portfolio, value $426,030,016.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,146,075 shares
    • Focus Partners Advisor Solutions, LLC: 44,112 shares

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

  5. period ended2025-06-30
    13F 2,147,372 shares
    Change vs previous 13F +237,732 shares

    0.73% of the 13F portfolio, value $392,583,171.

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

    • Focus Partners Wealth: 2,102,766 shares
    • Focus Partners Advisor Solutions, LLC: 44,606 shares

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

  6. period ended2025-03-31
    13F/A 1,909,640 shares
    Change vs previous 13F +1,297,074 shares

    0.7% of the 13F portfolio, value $326,338,668.

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

    • Focus Partners Wealth: 1,891,522 shares
    • Focus Partners Advisor Solutions, LLC: 18,118 shares

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

  7. period ended2024-12-31
    13F/A 612,566 shares
    Change vs previous 13F +579,963 shares

    0.25% of the 13F portfolio, value $109,086,329.

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

    • Focus Partners Wealth: 603,600 shares
    • Focus Partners Advisor Solutions, LLC: 8,966 shares

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

  8. period ended2024-09-30
    13F 32,603 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,425,557.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,429 shares
    • Focus Partners Advisor Solutions, LLC: 6,174 shares

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