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Focus Partners Wealth: REFR position timeline

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

Focus Partners Wealth held 510,513 REFR 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 510,513 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $265,466.

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

    • Focus Partners Wealth: 496,422 shares
    • Focus Partners Advisor Solutions, LLC: 14,091 shares

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

  2. period ended2026-03-31
    13F 510,513 shares
    Change vs previous 13F +14,091 shares

    <0.01% of the 13F portfolio, value $469,531.

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

    • Focus Partners Wealth: 496,422 shares
    • Focus Partners Advisor Solutions, LLC: 14,091 shares

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

  3. period ended2025-12-31
    13F 496,422 shares
    Change vs previous 13F -394,010 shares

    <0.01% of the 13F portfolio, value $650,313.

    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 890,432 shares
    Change vs previous 13F -60,100 shares

    <0.01% of the 13F portfolio, value $1,415,787.

    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 950,532 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,558,872.

    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 950,532 shares
    Change vs previous 13F -48,140 shares

    <0.01% of the 13F portfolio, value $1,074,101.

    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 998,672 shares
    Change vs previous 13F +998,672 shares

    <0.01% of the 13F portfolio, value $1,707,729.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.