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Focus Partners Wealth: RMD position timeline

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

Focus Partners Wealth held 16,987 RMD 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 16,987 shares
    Change vs previous 13F -3,946 shares

    <0.01% of the 13F portfolio, value $3,310,840.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 20,933 shares
    Change vs previous 13F +5,183 shares

    0.01% of the 13F portfolio, value $4,695,490.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 15,750 shares
    Change vs previous 13F +5,543 shares

    <0.01% of the 13F portfolio, value $3,793,921.

    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 10,207 shares
    Change vs previous 13F -1,659 shares

    <0.01% of the 13F portfolio, value $2,794,377.

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

    • Focus Partners Wealth: 10,207 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 11,866 shares
    Change vs previous 13F -1,392 shares

    0.01% of the 13F portfolio, value $3,061,213.

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

    • Focus Partners Wealth: 10,712 shares
    • Focus Partners Advisor Solutions, LLC: 1,154 shares

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

  6. period ended2025-03-31
    13F/A 13,258 shares
    Change vs previous 13F -331 shares

    0.01% of the 13F portfolio, value $2,967,919.

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

    • Focus Partners Wealth: 11,416 shares
    • Focus Partners Advisor Solutions, LLC: 1,842 shares

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

  7. period ended2024-12-31
    13F/A 13,589 shares
    Change vs previous 13F +8,055 shares

    0.01% of the 13F portfolio, value $3,107,802.

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

    • Focus Partners Wealth: 11,611 shares
    • Focus Partners Advisor Solutions, LLC: 1,978 shares

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

  8. period ended2024-09-30
    13F 5,534 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,351,029.

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

    • Focus Partners Wealth: 3,908 shares
    • Focus Partners Advisor Solutions, LLC: 1,626 shares

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