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Focus Partners Wealth: QYLD position timeline

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

Focus Partners Wealth held 161,849 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,849 shares
    Change vs previous 13F +7,091 shares

    <0.01% of the 13F portfolio, value $2,982,900.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,842 shares
    • Focus Partners Advisor Solutions, LLC: 115,007 shares

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

  2. period ended2026-03-31
    13F 154,758 shares
    Change vs previous 13F +114,209 shares

    <0.01% of the 13F portfolio, value $2,654,125.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 37,970 shares
    • Focus Partners Advisor Solutions, LLC: 116,788 shares

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

  3. period ended2025-12-31
    13F 40,549 shares
    Change vs previous 13F -13,541 shares

    <0.01% of the 13F portfolio, value $690,321.

    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 54,090 shares
    Change vs previous 13F +2,421 shares

    <0.01% of the 13F portfolio, value $920,069.

    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 51,669 shares
    Change vs previous 13F +16,380 shares

    <0.01% of the 13F portfolio, value $863,899.

    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 35,289 shares
    Change vs previous 13F +15,555 shares

    <0.01% of the 13F portfolio, value $586,869.

    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 19,734 shares
    Change vs previous 13F -15,537 shares

    <0.01% of the 13F portfolio, value $359,575.

    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 35,271 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,313,561.

    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).