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Focus Partners Wealth: RMBS position timeline

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

Focus Partners Wealth held 5,213 RMBS 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 5,213 shares
    Change vs previous 13F +1,819 shares

    <0.01% of the 13F portfolio, value $691,942.

    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: 1,813 shares
    • Focus Partners Advisor Solutions, LLC: 3,400 shares

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

  2. period ended2026-03-31
    13F 3,394 shares
    Change vs previous 13F -3,715 shares

    <0.01% of the 13F portfolio, value $290,442.

    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: 0 shares
    • Focus Partners Advisor Solutions, LLC: 3,394 shares

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

  3. period ended2025-12-31
    13F 7,109 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $653,247.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,928 shares
    • Focus Partners Advisor Solutions, LLC: 4,181 shares

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

  4. period ended2025-09-30
    13F 7,525 shares
    Change vs previous 13F -1,539 shares

    <0.01% of the 13F portfolio, value $801,141.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,961 shares
    • Focus Partners Advisor Solutions, LLC: 5,564 shares

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

  5. period ended2025-06-30
    13F 9,064 shares
    Change vs previous 13F +3,886 shares

    <0.01% of the 13F portfolio, value $579,932.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,955 shares
    • Focus Partners Advisor Solutions, LLC: 5,109 shares

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

  6. period ended2025-03-31
    13F 5,178 shares
    Change vs previous 13F +5,178 shares

    <0.01% of the 13F portfolio, value $268,135.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    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.