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Focus Partners Wealth: ROP position timeline

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

Focus Partners Wealth held 69,794 ROP 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 69,794 shares
    Change vs previous 13F -16,162 shares

    0.02% of the 13F portfolio, value $23,618,485.

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

    • Focus Partners Wealth: 68,647 shares
    • Focus Partners Advisor Solutions, LLC: 1,147 shares

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

  2. period ended2026-03-31
    13F 85,956 shares
    Change vs previous 13F -50,635 shares

    0.03% of the 13F portfolio, value $30,425,880.

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

    • Focus Partners Wealth: 81,637 shares
    • Focus Partners Advisor Solutions, LLC: 4,319 shares

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

  3. period ended2025-12-31
    13F 136,591 shares
    Change vs previous 13F +15,335 shares

    0.06% of the 13F portfolio, value $60,812,503.

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

    • Focus Partners Wealth: 134,393 shares
    • Focus Partners Advisor Solutions, LLC: 2,198 shares

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

  4. period ended2025-09-30
    13F 121,256 shares
    Change vs previous 13F +1,235 shares

    0.1% of the 13F portfolio, value $60,469,188.

    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 120,021 shares
    Change vs previous 13F -5,084 shares

    0.15% of the 13F portfolio, value $68,033,129.

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

    • Focus Partners Wealth: 120,021 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 125,105 shares
    Change vs previous 13F -1,827 shares

    0.16% of the 13F portfolio, value $73,760,907.

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

    • Focus Partners Wealth: 124,645 shares
    • Focus Partners Advisor Solutions, LLC: 460 shares

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

  7. period ended2024-12-31
    13F/A 126,932 shares
    Change vs previous 13F +717 shares

    0.17% of the 13F portfolio, value $65,985,469.

    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 126,215 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $70,231,568.

    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).