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Disclosery

Focus Partners Wealth: RWO position timeline

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

Focus Partners Wealth held 59,277 RWO 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 59,277 shares
    Change vs previous 13F -2,741 shares

    <0.01% of the 13F portfolio, value $2,946,676.

    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 62,018 shares
    Change vs previous 13F -617 shares

    <0.01% of the 13F portfolio, value $2,838,569.

    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 62,635 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $2,819,857.

    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 62,075 shares
    Change vs previous 13F +1,181 shares

    <0.01% of the 13F portfolio, value $2,841,195.

    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 60,894 shares
    Change vs previous 13F -6,607 shares

    0.01% of the 13F portfolio, value $2,687,844.

    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 67,501 shares
    Change vs previous 13F +1,015 shares

    0.01% of the 13F portfolio, value $2,945,738.

    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 66,486 shares
    Change vs previous 13F +12,445 shares

    0.01% of the 13F portfolio, value $2,851,566.

    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 54,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,568,568.

    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).