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Focus Partners Wealth: RBC position timeline

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

Focus Partners Wealth held 6,994 RBC 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 6,994 shares
    Change vs previous 13F +1,879 shares

    <0.01% of the 13F portfolio, value $4,505,093.

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

    • Focus Partners Wealth: 5,165 shares
    • Focus Partners Advisor Solutions, LLC: 1,829 shares

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

  2. period ended2026-03-31
    13F 5,115 shares
    Change vs previous 13F +2,252 shares

    <0.01% of the 13F portfolio, value $2,778,109.

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

    • Focus Partners Wealth: 3,250 shares
    • Focus Partners Advisor Solutions, LLC: 1,865 shares

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

  3. period ended2025-12-31
    13F 2,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,283,928.

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

    • Focus Partners Wealth: 1,896 shares
    • Focus Partners Advisor Solutions, LLC: 967 shares

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