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Disclosery

Focus Partners Wealth: RWJ position timeline

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

Focus Partners Wealth held 572,104 RWJ 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 572,104 shares
    Change vs previous 13F +16,132 shares

    0.03% of the 13F portfolio, value $34,040,270.

    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 555,972 shares
    Change vs previous 13F +30,556 shares

    0.03% of the 13F portfolio, value $28,065,499.

    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 525,416 shares
    Change vs previous 13F +72,377 shares

    0.03% of the 13F portfolio, value $25,598,294.

    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 453,039 shares
    Change vs previous 13F +33,540 shares

    0.04% of the 13F portfolio, value $21,881,840.

    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 419,499 shares
    Change vs previous 13F +25,391 shares

    0.04% of the 13F portfolio, value $18,160,086.

    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 394,108 shares
    Change vs previous 13F +16,669 shares

    0.04% of the 13F portfolio, value $16,040,228.

    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 377,439 shares
    Change vs previous 13F +277,405 shares

    0.04% of the 13F portfolio, value $17,271,638.

    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 100,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,813,743.

    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).