Skip to content
Disclosery

Focus Partners Wealth: RWX position timeline

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

Focus Partners Wealth held 12,394 RWX 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 12,394 shares
    Change vs previous 13F -2,215 shares

    <0.01% of the 13F portfolio, value $334,768.

    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 14,609 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $388,910.

    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 14,369 shares
    Change vs previous 13F +1,284 shares

    <0.01% of the 13F portfolio, value $402,353.

    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 13,085 shares
    Change vs previous 13F -1,291 shares

    <0.01% of the 13F portfolio, value $363,901.

    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 14,376 shares
    Change vs previous 13F -139,271 shares

    <0.01% of the 13F portfolio, value $393,906.

    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 153,647 shares
    Change vs previous 13F +138,903 shares

    0.01% of the 13F portfolio, value $3,761,269.

    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 14,744 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $339,698.

    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 14,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $394,614.

    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).