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Focus Partners Wealth: SUB position timeline

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

Focus Partners Wealth held 792,782 SUB 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 792,782 shares
    Change vs previous 13F +160,719 shares

    0.08% of the 13F portfolio, value $84,407,620.

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

    • Focus Partners Wealth: 751,428 shares
    • Focus Partners Advisor Solutions, LLC: 41,354 shares

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

  2. period ended2026-03-31
    13F 632,063 shares
    Change vs previous 13F +81,891 shares

    0.07% of the 13F portfolio, value $68,073,173.

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

    • Focus Partners Wealth: 593,545 shares
    • Focus Partners Advisor Solutions, LLC: 38,518 shares

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

  3. period ended2025-12-31
    13F 550,172 shares
    Change vs previous 13F -6,740 shares

    0.06% of the 13F portfolio, value $58,703,502.

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

    • Focus Partners Wealth: 547,619 shares
    • Focus Partners Advisor Solutions, LLC: 2,553 shares

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

  4. period ended2025-09-30
    13F 556,912 shares
    Change vs previous 13F -10,320 shares

    0.08% of the 13F portfolio, value $59,465,700.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 515,800 shares
    • Focus Partners Advisor Solutions, LLC: 41,112 shares

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

  5. period ended2025-06-30
    13F 567,232 shares
    Change vs previous 13F +4,530 shares

    0.11% of the 13F portfolio, value $60,319,317.

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

    • Focus Partners Wealth: 518,520 shares
    • Focus Partners Advisor Solutions, LLC: 48,712 shares

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

  6. period ended2025-03-31
    13F/A 562,702 shares
    Change vs previous 13F +169,505 shares

    0.13% of the 13F portfolio, value $59,421,525.

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

    • Focus Partners Wealth: 512,287 shares
    • Focus Partners Advisor Solutions, LLC: 50,415 shares

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

  7. period ended2024-12-31
    13F/A 393,197 shares
    Change vs previous 13F +114,853 shares

    0.09% of the 13F portfolio, value $41,474,493.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 338,190 shares
    • Focus Partners Advisor Solutions, LLC: 55,007 shares

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

  8. period ended2024-09-30
    13F 278,344 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $29,557,378.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 230,916 shares
    • Focus Partners Advisor Solutions, LLC: 47,428 shares

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