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Disclosery

Focus Partners Wealth: SH position timeline

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

Focus Partners Wealth held 434,134 SH 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 434,134 shares
    Change vs previous 13F +18,775 shares

    0.01% of the 13F portfolio, value $14,335,108.

    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 415,359 shares
    Change vs previous 13F +8,099 shares

    0.02% of the 13F portfolio, value $15,754,594.

    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 407,260 shares
    Change vs previous 13F +12,658 shares

    0.02% of the 13F portfolio, value $14,673,582.

    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 394,602 shares
    Change vs previous 13F +2,260 shares

    0.02% of the 13F portfolio, value $14,584,511.

    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 392,342 shares
    Change vs previous 13F -2,787 shares

    0.03% of the 13F portfolio, value $15,568,143.

    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 395,129 shares
    Change vs previous 13F +7,952 shares

    0.04% of the 13F portfolio, value $17,606,948.

    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 387,177 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,408,561.

    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).