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Focus Partners Wealth: ROBO position timeline

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

Focus Partners Wealth held 35,488 ROBO 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 35,488 shares
    Change vs previous 13F -618 shares

    <0.01% of the 13F portfolio, value $3,039,900.

    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 36,106 shares
    Change vs previous 13F -1,047 shares

    <0.01% of the 13F portfolio, value $2,470,729.

    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 37,153 shares
    Change vs previous 13F -2,698 shares

    <0.01% of the 13F portfolio, value $2,495,039.

    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 39,851 shares
    Change vs previous 13F +3,164 shares

    <0.01% of the 13F portfolio, value $2,612,624.

    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 36,687 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $2,193,154.

    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 36,893 shares
    Change vs previous 13F -446 shares

    <0.01% of the 13F portfolio, value $1,900,009.

    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 37,339 shares
    Change vs previous 13F +29,108 shares

    0.01% of the 13F portfolio, value $2,100,723.

    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 8,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $469,745.

    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).